47 HERITAGE

WEALTH PARTNERS

YOUR PRIVATE INVESTMENT OFFICE

STRATEGY

Strategy is famously described as “a science and an art”.
Those concepts are the guiding principles of what we want to achieve in our work.

FIRST WE LISTEN

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IT’S ALL ABOUT YOU

We give great importance to spending time listening to your needs so that we are able to create a shared vision of what success looks like for you.

"WHAT MATTERS MOST TO US IS WHAT MATTERS MOST FOR YOU"

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WE ARE GUARDIANS OF YOUR WEALTH

YOU are in full control of the flows in and out of your accounts and have our assurance to safeguard your assets.
We help you develop your individual portfolio strategy and you have full control while we carry it out and monitor it efficiently.
We are entrusted to manage your assets and help you navigate even during the most turbulent of times

"THE GUIDING PRINCIPLES WE ACHIEVE WITH CLIENTS IS THE CORE OF OUR WORK"

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OUR PHILOSOPHY

Our main goal is to manage your assets in a way that ensures growth and wealth sustainability and to protect you throughout this journey. Our services are always tailored to your specific needs. We serve you with a straightforward setup, good investment advice and constant supervision and management of your assets.

01

ASSET PROTECTION

First and foremost asset protection through diversification to reduces risk while maximizing returns.

02

COST PERFOMANCE

In every investment we consider the best approach to cost performance.

03

INNOVATION

We implement the latest investment concepts and technology to expand investment horizons.

04

OPEN ARCHITECTURE

Open architecture means, going where there are no limitations or fences to ensure optimal investment opportunities.

WE RECOGNIZE YOUR NEEDS

We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals while preserving integrity.

BOTTOM LINE OFTEN MATTERS MOST

OUR KEY SERVICES

Our services are always tailored to your specific needs and we serve our clients with a straightforward setup and the basic need for good investment advice and ongoing control and management.

01

RISK MANAGEMENT

We regularly re-align your investments to meet your strategic needs.

02

INVESTMENT MANAGEMENT

Once yours goals match our investment proposal, we develop the strategy.

03

CUSTODIAN SELECTION

We implement the latest investment concepts and technology to expand investment horizons.

04

ASSET ALLOCATION

Customized reports shows you the data you require.

ADDITIONAL SERVICES

We advise you also on the following sectors:

Legal Structures
Tax Professionals
Relocation
Real Estate
Art Advice
Medical
Networking
Private Aviation

"NOBODY CARES HOW MUCH YOU KNOW, UNTIL THEY KNOW HOW MUCH YOU CARE."

OUR PRIORITIES

We take your goals and we negotiate the best price and cost relationship to optimise your bottom line.
In order to assess risk and return quickly and efficiently, it is crucial to consider the impact of both past and future investment decisions.
In asset management, value creation means a maximum return of the capital employed in terms of utilisation and productivity over an entire life cycle.

"INDIVIDUAL COMMITMENT TO GROUP EFFORT IS WHAT MAKES A TEAM WORK"

MANAGING PARTNERS

47 Heritage is a Boutique Asset Manager managed by a team of financial specialists who decided in 2018 to use their expertise and many years of experience working for well-known Swiss banks to established their own company.
Learn more on Linkedin

"YOUR FOCUS IS OUR PRIORITY"

PARTNERS FOCUS

Performance and cost control, including cash management, are always a priority. When a family’s assets are diverse it can be a challenge to structure and manage them efficiently, but that’s our job.

Family office services include all services a family requires to manage their wealth.
Our principal focus and expertise are bankable assets, and when it comes to other asset classes we rely on external professionals.

We keep an overview of all your assets and manage investment and financing matters to evaluate which investments are best suited for your particular needs.

"OUR ROLE IS TO PROTECT CLIENTS ALONG THEIR JOURNEY EVERY STEP OF THE WAY"

BANKING CHOICES

We empower our clients to choose to work with our custodian banking partners in order to find the best suited bank for your investment profile and investment goals.

Think of us as your manager and facilitator: it iour priority to interface your needs, manage the banks and survey your investments and reporting. 

“THE GREATEST THREAT TO OUR PLANET IS THE BELIEF SOMEONE ELSE WILL SAVE IT"

WE THINK SUSTAINABLE

We offer strategies that convert climate change from a threat to an investment opportunity for clients who consider investing in sustainable as part of their philosophy. 

We support ITNOW OR NEVER MYKONOS an initiative by one of our client’s daughter and her friends to clean the local beaches in the Greek isle Mykonos:

Find out more

“A GOOD INVESTOR NEVER LOSE SIGHT OF THEIR PRIORITIES AND HORIZONS"

ASSET MANAGEMENT SOLUTIONS

We use key tools and technology to achieve Asset Management Solutions partnered with ORTEC Finance. The main objective of performance measurement and attribution is to better understand where returns derive from and to consistently show the added value and the risk of each investment decision.

ZURICH – ST. MORITZ – DAVOS

info@47heritage.com
T. +41 44 552 1632

ST. MORITZ

Plazza da Scoula 10 CH - 7500 St. Moritz

ZURICH

Hirschengraben 28 CH - 8001 Zürich

DAVOS

Promenade 140 CH - 7260 Davos Dorf

ASSET MANAGER PARTNERSHIPS

All partnership require mutual goals and teamwork. If you are an asset manager who would like to join a larger firm feel free to contact us by emailing Dr. Claudio Mazzoni:

cm@47heritage.com

Asset manager partnerships