AT A GLANCE
3T Family Office Ltd is an independently owned Swiss investment management partnership founded in 2011 and a member of the Swiss Financial Services Standards Association (SO-FIT) following the rules of professional conduct for the practice of asset management, officially recognized by the Federal Financial Market Supervisory Authority (FINMA).
3T Family Office Ltd is affiliated with Financial Services Ombudsman (FINSOM), a specialised mediation scheme for conflict management and dispute resolution in commercial and work relations in the Swiss financial sector, which permits our clients to have, in case of any differences, access to an “Ombudsman” who will mediate independently in different languages. We are therefore complying with the obligations of art. 77 FinSA and art. 16 FinIA.
We cater to the demands of a global client base and provide you with a stable relationship within the ever-changing financial sector enabling you to conduct your banking operations through a single contact person.
We are truly independent and unlike many other investment providers, we manage and advise free of conflict of interest thanks to our open architecture giving you access to a selection of the best investments through the network we have developed. The banks are used as a custodian while we act as an intermediary representing the client’s interests.
Our objectives are to preserve our clients’ wealth and deliver attractive risk-adjusted returns over a defined cycle.
Using our experience and proven investment models we can help analyze, design and implement a wealth strategy that underpins our clients’ goals, whatever they may be.