Wealth Management | Y3M

PRACTICE
AREAS

AND TAILOR MADE SERVICES

FOR YOUR FAMILY

INVESTMENT MANAGEMENT

ALTERNATIVE AND DIVERSIFIED PORTFOLIOS

CRYPTO CURRENCIES

FINANCIAL ENGINEERING ASSET PROTECTION FISCAL OPTIMIZATION

REAL ESTATE INVESTMENT

REAL ESTATE (RE) FINANCING

PROFESSIONAL ECONOMIC AND MARKET REPORTS

RELOCATION IN SWITZERLAND

LEGAL SERVICES

ART ADVISORY

ART LENDING

OUR VISION

A different approach/filling the gap

The standard tools of analysis based on well-established economic concepts are becoming less and less accurate in the new era of global political frictions and long-lasting low interest rates. We can say with confidence that the world is at a critical juncture where the traditional tools used to project and estimate returns to investment do not work properly anymore.

Y3M was established in September 2020 to address the requirements of the new underlying social, economic and political trends resulting from the changing world order.

Within this framework, the lack of expertise in politico-economic analysis has become the most important gap in wealth management and financial services. That is why Y3M provides long term political and economic analyses thanks to its pool of experts to improve the knowledge-based decision making process of our clients.

We offer not only regular services like: i) asset management, personal wealth and corporate cash-flow management; ii) investment advice and credit brokerage; iii) financial engineering, fund management and project development, but we also act as advisor and manager in the atmosphere of a family office, providing personalized and innovative financial solutions to a range of clients including affluent families, entrepreneurs and investment funds.

On another hand, Y3M introduces its clients with alternative investment opportunities in modern and contemporary art, precious stones, luxury watches, prestigious real estate, all subject to domestic regulations of various countries. We are also experts in establishing companies in Switzerland for our customers if they desire to do so.

Last but not least, as a Swiss company Y3M is under the strict regulations of the Swiss authorities and is externally audited. The strict oversight of the Swiss financial authorities provides peace of mind to the clients so that they can concentrate on finding the best alternatives to improve their wealth basket.

We believe that the approach we are adopting based on strict regulation, alternative investment tools and macroeconomic analyses is the future of wealth management and financial services.

Our vision is to be a pioneer in adapting the approach of financial services and wealth management companies to the new requirements of the current blurred world order.