KUBERA
Kubera provides sound investment advisory, private banking services to clients and wealthy families.Our core skills are in devising, producing and delivering products for clients across the full range of assets management. This allows us to meet the needs of a broad spectrum of clients.
Kubera is a dynamic organisation that prides itself on its innovation and specialisation. Our goals are aligned with those of our clients i.e. the creation of long term value and to provide consistent, superior, first class service, with full dedication.
At Kubera, we focus on growing and preserving wealth. We provide a full range of products including deposit-taking , cash management, custody & execution services, advisory and discretionary portfolio & asset management.
Investment Strategy
Our objective is to provide our clients with a solution that is adaptable to their specific needs, in terms of expected returns, risk tolerance, future liquidity requirements, potential tax and legal restrictions. We select a risk profile that best suits our clients’ specific objectives.
Managed Accounts
We provide managed accounts on which Kubera has full discretion to manage the assets according to a pre- agreed risk profile.
Clients with Manage accounts delegate the investment to Kubera Privee.
What makes us different
Kubera is completely independent from all banks, agents and works with a network of highly qualified specialists from around the world to provide it’s clients a service that goes beyond asset management.
KUBERA TRUST AND ASSET MANAGEMENT
K-TAM is working with tax and legal specialists around the world to advise it’s clients on the best structure to protect their assets. This typically involves setting up one or several companies or trusts and depositing the assets at one of the banks we work with, either in Switzerland or in one of the other jurisdictions.
K-TAM is developing a strong expertise in offering asset protection strategies for clients from various industries. Our clients come from various walks of life and prefer to preserve their future finances.
K-TAM’s investment strategy is well suited to achieve the objective of capital protection as we want to achieve positive absolute returns in all circumstances. For example, we have set up investment portfolios that are 100% capital protected for our most conservative clients.