Lobnek Wealth Management S.A. is a company founded in 2006 and based in Geneva, Switzerland. We abide by the highest standards of the traditional Swiss financial expertise while embracing the transparency and technology of the modern world.
Our activities take us far beyond the borders of Switzerland as we work closely with most financial centers in the world, including the United States of America.
We are completely independent from financial institutions and product providers, thus fully eliminating potential conflicts of interest. We operate in full transparency and we provide total accountability for our services.
Our goal is to serve our clients to the best of our abilities in order to become their trusted partner in all financial matters.
We believe that each client is unique. Specific experiences, passions, and circumstances make you who you are, and your financial life is a reflection of this situation. It can sometimes be very complex.
Our services are designed around a Core / Satellite concept. We believe that it is the best way to represent a client’s complex financial situation.
The Core is the central part of your assets. It may be what you inherited and wish to pass on to the next generation. It could be the bulk of your wealth that you want to protect and grow conservatively. It consists of long-term investments where the power of compounded returns should apply to its fullest extent. Your Core is the part of your wealth that you wish to manage conservatively, in an institutional way.
Satellites are the true expression of your individuality. Through your Satellites investments you will display your unique touch, stemming from your particular circumstances. You may have a deep knowledge of certain sectors or geographical regions. You may have a passion for art or collectibles. You may want to implement short-term strategies based on your understanding of the current economy. All these are typical Satellites components.
Lobnek will help you to sort your financial situation and give you the tools to keep it organized in a way that makes sense to you. With the help of our powerful tools and reports, you will be able to keep a close eye on the things that matter most, such as performance, costs and risk.