UNIFIDA FINANCE SA as a trustee develops a private banking business through asset management that operates in all areas of the financial and currency markets. It is carried out through a prior analysis aimed at identifying the optimal positioning in the scale of risk, the duration of the investment and the volumes of assets to be conferred. The resulting financial choices are made considering numerous variables: currencies, type of financial instruments, geographical areas and commodity sectors.

International tax planning consultancy
National tax planning
Management administration mandates
Accounting management mandates
Establishment of foreign and Swiss companies
Founding of Foundations and their relative management
Patent filing and management
Property management and administration
Promotions and real estate sales

Unifida Finance SA took over the activities of Unifida SA, founded in 1979 and of the PIEM Fiduciary in 2003, and was established with the aim of providing its local and international clients with a series of services specialized in the field of asset management.

Unifida Finance SA employs staff with many years of experience, mainly from the banking sector.

The company is a member of the Swiss Association of Asset Managers (ASG), adheres to the Self-Regulatory Organization against Money Laundering (OAD) and operates totally independently.

Services in Tax planning and Company Management:

This division will handle the Management and consultancy of the local and international companies including the International and local Tax planning, administration, deposit and management of copyright, brand and rights of license, administration of Real Estate and promotion of sales of Real Estate abroad, support to the customer for operations of acquisition and administrations of other companies.

Sevices in Portfolio Management:

This division offers to the customer a personalized consultancy on the investments characterized from a very careful approach on the choice of the investments besides to protect the capital invested. The customer will have a multiple choice of international and local banks, to whom he will open an account on its own name, conferring an administrative Power of Attorney for financial intermediaries on behalf of Unifida Finance SA. Unifida Finance SA will be able to enter the account only to give financial orders for the negotiation of equities and bonds or other financial products, established on the mandate of management agreement signed from the customer. The Power of Attorney is revocable any time from the customer.

UNIFIDA FINANCE SA in the asset management sector offers its customers personalized advice on investments characterized by a very prudent approach to the choice of investments in addition to preserving the capital entrusted to it in the first place.