A family with CHF 2.5 billion in assets spread across multiple countries sought to optimise their investment strategy. Our team:

• Conducted a thorough analysis of their global holdings, identifying over CHF 100 million in underperforming assets
• Implemented a diversified, risk-adjusted portfolio strategy, increasing exposure to emerging markets and alternative investments
• Established efficient cross-border tax structures, reducing the effective tax rate by 4.2%
• Introduced a currency hedging strategy, mitigating foreign exchange risks

 

Result: The family’s portfolio performance improved by 22% within the first year, with annual tax savings of approximately CHF 15 million. Over a five-year period, the portfolio outperformed its benchmark by an average of 3.8% annually.

“The level of expertise and attention to detail provided by Lova Capital is unparalleled. They not only optimised our portfolio but also gave us peace of mind knowing our wealth is in capable hands.” – M.R., Family Patriarch