ABOUT KLCI SA

At KLCI SA, we are dedicated to the art of wealth management, driven by our passion to help you achieve your financial goals. Our vision extends beyond mere numbers; it is intricately tailored to your individuality. We recognize that each client possesses unique circumstances and requirements, which is why we place you at the center of our strategies.

Our team of experts works diligently to understand your aspirations, ensuring that every aspect of your wealth management plan aligns with your distinct needs. With a commitment to personalized service and a focus on long-term success, we strive to build lasting relationships that empower you to navigate your financial journey with confidence and clarity. At KLCI SA, your financial well-being is not just our mission; it is our passion.

OUR MANAGEMENT KEY FIGURES AND FACTS

• 12+ team members

• 15+ investment professionals

• USD 300 Million under management

• Presence in 9 countries and territories

• Team with 100+ years of experiences

Our expertise in connecting the developed and developing world allows us to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to our clients and a structured and disciplined investment approach, we deliver solutions to support their financial ambitions.

As of 2020, we managed 300+ Million Swiss Franc globally for a range of clients, from wealthy individuals to commercial and corporate clients, financial intermediaries, retail and private banking clients.

OUR VISION

Our asset management vision is a commitment to recognizing your individuality. We understand that each client's circumstances and requirements are distinct. This belief drives us to adopt a creative and innovative approach, constantly pushing the boundaries to deliver tailored solutions that meet your specific needs.

With unwavering passion, integrity, and transparency, we dedicate ourselves to building a relationship based on trust and understanding. Our focus is not just on managing assets, but on ensuring that every strategy we implement aligns with your unique goals, empowering you to achieve financial success in a rapidly changing world.

Your vision fuels our mission, and we are here to navigate the complexities of asset management alongside you.

KLCI’S

BUSINESS MODEL

In today's complex financial landscape, unlocking the path to successful asset management requires a strategic approach that connects clients with custodian banks seamlessly. Our business model is built to ensure efficient and secure management of your assets, prioritizing your unique needs and goals.

Through tailored mandates and specialized account setups, we provide meticulously crafted model portfolios designed to align with your financial aspirations. We invite you to immerse yourself in our comprehensive and personalized financial solutions, where regulatory compliance and transparency are at the forefront.

With our expertise, you'll navigate the intricate world of asset management confidently, knowing that your interests are our top priority. Together, we can unlock new opportunities for growth and success in managing your investments.

KLCI'S ROLE

At our firm, we specialize in delivering comprehensive and personalized investment solutions tailored to the unique needs of each client. With an exclusive focus on private individuals, we employ sophisticated tools and techniques to effectively manage their wealth.

Our dedicated approach ensures that we provide extra attention to every aspect of their financial journey. We pride ourselves on developing customized investment strategies aimed at enhancing performance, all while maintaining a commitment to transparency.

By prioritizing the individual requirements of our clients, we strive to create a strong foundation for their financial success and long-term prosperity.

We provide comprehensive and personalized financial solutions to meet each client's unique needs. We dedicate exclusive focus and extra attention to private individuals and deploys sophisticated tools and techniques to manage their wealth. We deliver customized investment strategies with the objective of enhancing performance through a personalized, comprehensive, and transparent approach.

SOLUTIONS

One of the challenges of life is to anticipate its uncertainties and what the future might hold for you and your loved ones. KLCI SA, always puts your personal situation and your needs first and foremost. After a thorough analysis of your profile, personal situation, risk tolerance, investments objectives and future needs, we will fully customize a strategy and implement it either in a discretionary or advisory management mandates subject to your degree of involvement in the investments process.

MULTI-FAMILY OFFICE

The needs of ultra-high-net-worth individuals and wealthy families can be complex and time sensitive. KLCI SA, leverages its agreement with leading investment and private banks to provide appropriate solutions for these priorities. By combining KLCI’S expertise with the global network and resources of our partners, we offer holistic solutions ranging from initiating and sourcing M&A deals to complex asset financing and strategic structured solutions.

Our global private equity investment service that stands out as one of the largest and most diversified platforms in the industry. Our extensive network spans various industries and geographies, allowing us to implement a wide range of strategies aimed at achieving transformative results for our partners. We focus on building strong relationships with management teams, portfolio companies, and fund investors, ensuring that we....

PRIVATE EQUITY INVESTMENT

TRUST

We are a reliable long-term partner to our clients and to hundreds of thousands of individual beneficiaries.

COMMITMENT

A strong and continuous alignment of interests with our partners is paramount to our success.

EXCELLENCE

We invest in high-quality sectors, benefiting from secular growth, favorable operating.

PROACTIVENESS

We operate resourcefully and relentlessly as entrepreneurs and business owners.

LET'S DISCUSS IT TOGETHER

If you have any questions or need additional information, please don't hesitate to reach out to us. You can contact us conveniently through email, where we are ready to assist you with any inquiries you may have.

Alternatively, you can utilize our contact form for a quick response. We value your feedback and are committed to providing you with the information you need in a timely manner. Your satisfaction is our priority, and we look forward to hearing from you soon!

E-Mail

info@klci-sa.com