We are a Swiss family office with a passion for purposeful investment on behalf of the exclusive families that we represent. Our tailormade solutions fit the exact needs of our clientele by pursuing strategies and portfolios that surpass expectations. At Ultima, we are committed to delivering quality advisory services from a team of experienced wealth and portfolio managers. Nurturing your wealth is our priority, as we grant our clients access to a wide network of resources across a variety of sectors.
Who we are
Our firm was founded by a group of experienced financial specialists with a diverse background in investments, portfolio management and private equity. Our diversity is our strength, as we create a multi- faceted approach to nurturing the wealth of our clientele with a personalised approach.
We believe in managing assets without any conflict of interest by advising our clients with complete objectivity. Our advisors understand the value of being trust-worthy and reliable investment managers that also build meaningful professional relationships with our clients.
Your Family Values
"At Ultima, we understand the importance of maintaining a family culture that is conducive to a united vision based on your principles. We believe in strengthening families towards creating shared talent, values and experiences to shape the upcoming generations."
We understand the importance of high-yield and sustainable investment strategies that serve the long-term needs of our clientele. Our advisors have extensive experience in establishing stable equity portfolios that are diversified and carefully vetted for risk- mitigation.
We combined both defensive and offensive approaches within every portfolio to broaden the opportunities for lucrative upward gains while monitoring markets for new investment trends. Every fund investment is equally complemented by direct co-investments depending on our client risk capacity.
Specialized asset management and allocation is at the core of our expertise here at Ultima. We design a carefully crafted strategy that suits investment needs while involving our clientele throughout the entire process with closely monitored reports.
We grant exclusive investment opportunities to our clientele that include alternative options across a variety of industries. We believe in following market movements to determine our next investment position including fixed income, commodities and international investments.
At Ultima Property, we believe that each family story is unique and deserves a tailored approach. Our team of advisors generate new creative ways to consolidate your portfolio while providing you with new risk management and alternative investment ideas.
Our goal is to create comprehensive portfolios that respond to the long or short-term requirements of our clientele while pursuing niche investment opportunities and partnerships along the way.
Our extensive expertise of day-to-day investments and alternative investments provides our clientele with a unique advantage in dynamic markets.
We take the time to fully understand our client investment requirements as we apply strict due diligence before creating any fund or portfolio. We diversify every strategy for effective targeting of liabilities and improving overall return performance.
Contact Ultima for more information or if you would like to speak to a consultant.
+41 (44) 586 62 25
Bederstrasse 49, 8002 Zurich
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