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Your path to financial security and success.
We draw on our expertise, independence and multi-disciplinary approach to build long-term relationships aimed at developing effective strategies for sustainable success.

BESPOKE STRATEGIES

TECHNOLOGICAL EXCELLENCE

TAILORED REPORTING

We provide bespoke investment services.
We are your long-term partner, your independent, multidisciplinary asset manager. You are unique and our solutions are personalised accordingly.

DISCRETIONARY WEALTH MANAGEMENT MANDATES

PORTFOLIO MONITORING

COST MONITORING

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Our latest News

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07.03.2024
A brand new K for excellence

We are delighted and proud to announce that Kestrel Wealth Management has embarked on a new chapter in its history with the complete revamp of its branding, corporate materials and website. This evolution marks a significant step forward in our quest for excellence, reflecting our commitment to innovation and to the quality of service we offer our clients.

The redesign of our visual identity represents more than just an aesthetic change. It embodies our vision, our dynamism and our determination to mould our services to the evolving needs of our clients in an increasingly complex environment. The new identity is the result of much work and reflection and was conceived and carried out in collaboration with Inox Communication, expert branding and brand strategists. It is aligned with our desire to always anticipate the expectations of the market and of our clients and to offer our clients advanced, made to measure wealth management solutions.

We invite you to discover our new visual identity here: https://www.kestrelwealth.ch/

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09.09.2023
FINMA portfolio manager licence

We are pleased to inform you that Kestrel Wealth Management S.A. has been accredited by FINMA as a portfolio manager. This significant achievement attests to the company's commitment to excellence, the quality of its organization, its rigorous procedures and its impeccable governance in the financial industry.

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