Financial investments
Select the financial investments that suit you best with the help of independent advisors.
The growing complexity of financial markets calls for professional guidance, attentive listening, and continuous availability.
Privafin provides you with fully independent advice, selecting among a wide network of partners, which is the essence of our role as a broker.
We design, diversify, and monitor your investment strategies, whether through equities, bonds, or investment funds.
Individual stocks and/or bonds. Simplicity, transparency, and lower costs.
Index funds (trackers, ETFs). Global diversification at minimal cost.
High-dividend equities and bonds. Designed to maximise portfolio income.
Comprehensive review of your assets and identification of your income, return, and risk objectives.
Defining the different asset classes and the most suitable management approach.
Selecting and introducing the partners best able to meet your objectives.
Portfolio implementation through our partners, followed by ongoing monitoring and reporting.
Every client is different, in the way they perceive risk, their personal goals, and the stage of life they are in. Privafin strives to identify the investment solutions that best reflect each client’s individual profile.
Listed and unlisted investments, individual stocks or bonds, investment funds (ETFs or traditional funds), active or passive management, the questions are numerous and complex, and the choices you make will have a lasting impact.
Privafin works with you to ensure these choices are aligned with your financial goals and profile, whether it’s saving, investing, preparing for retirement, planning your estate, or optimizing your tax situation.
We constantly seek the most relevant and selective opportunities to help our clients structure resilient portfolios, adapted to market conditions, risk profiles, and liquidity horizons.
Our role is to create lasting value, preserve your wealth over time, and ensure every decision reflects your needs and goals.
