Mag Asset is a wealth management firm based in Geneva, Switzerland. It works with clients at an individual level, looking into their portfolios and financial goals, and developing strategies that will increase their returns while remaining with the individual’s risk tolerance. The firm also handles investment portfolios for family offices, trusts, and provides endowment contracts, ensuring the strategies implemented are within the requirements of the tax environment being operated in.
With Mag Asset, we used a 3-pronged approach over the course of three months:
While the operations were carried out for just 3 months, we saw significant milestones, including: