Wealth Management
We employ a holistic approach that considers the client’s entire financial picture, allowing for dynamic solutions that can adapt to changes in personal circumstances and economic conditions.
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We employ a holistic approach that considers the client’s entire financial picture, allowing for dynamic solutions that can adapt to changes in personal circumstances and economic conditions.
Our asset allocation strategy is geared to maximise returns without exposing clients to unnecessary risk. Diversifying across asset classes as well as across geographies, sectors and investment styles, we craft balanced portfolios tailored to each client’s risk tolerance and financial goals.
Harnessing sophisticated modelling tools, we proactively conduct scenario analysis and stress tests to predict how investments might perform under various market conditions, helping to safeguard assets from volatile swings.
By continuously monitoring market trends and adjusting portfolios accordingly, we ensure that investments remain aligned with clients’ long-term financial objectives. We also incorporate tax-efficient investment strategies to enhance returns and preserve capital.
Goodmann Group is a multi-family office based in Zurich, specialising in bespoke asset management, investment advisory, and family wealth services tailored to high-net-worth individuals and families.
Goodmann Group is a family office based in Zurich, weighted toward the financial side of family office services.
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