We are an independent and privately owned firm offering institutional-grade advisory services.
- Headquartered in Pully, Switzerland for over 8 years our team of diligent, experienced and sophisticated advisors consult with families, trusts, foundations, public & private pension funds and offer tailor-made solutions to protect and grow their wealth while saving time, money and enjoying total peace of mind.
We are always at your service
- By maintaining a close link with your family, your independent Q.M.S Advisor provide tailor-made services that cater to your day-to-day needs and your long-term goals, building a trust based relationship.
- We exist to provide sound solutions to your needs, we help you identify, understand and address your requirements while monitoring your investment risks
- We ground our work in our deep institutional background, operating with utmost care, discretion and confidentiality
Our global range of services include:
- Strategies to protect and manage your family's wealth in the immediate and longer-term future
- Continuous evaluation of global investments ideas and opportunities and advice on allocating and hedging your assets; strategically and tactically
- Bespoke tools to consolidate, control and measure and manage your liabilities and assets
- Consultation on structuring and managing the generational transfer of your wealth
- Monitoring and selecting third party "best of breed" managers, as well as Monitoring of all financial service providers
Our global and independent approach pursues clear objectives:
- We always seek the best solution and execution for you, without any conflict of interest
- We continuously optimize the return on your wealth and monitor the risks: macroeconomic, financial and legal.
- We provide advise and management from a holistic point of view; covering both your liabilities and assets.
- We provide state of the art consolidated reporting, that allows us to have an accurate view of your global wealth
- We focus on uncompromising quality and timely service. Your Advisor is always there to listen, to nurture the dialogue, to suggest creative solutions and to offer independent advice.
At Q.M.S Advisors we pride ourselves on building understanding & trust by providing you with institutional-grade investment solutions so as to protect and grow your wealth while closely monitoring your global risks