Our articles
Why choose an independent company to manage your finances ?
In an increasingly complex financial world, choosing the right financial partner is crucial. Opting for an independent advisory firm such as Assetrust SA can make all the difference in achieving your financial goals. Here's why our independence and client-focused...
What are your rights as an independent investor?
Although investing through an independent advisory firm can offer many advantages, it is still important to understand your rights in order to maximise your experience and protect your interests. Whether you are a novice or an experienced investor, it is essential to...
Common mistakes to avoid in structuring and managing wealth.
The world of wealth management is complex, and certain mistakes can have significant consequences for your long-term financial health. Read on to learn about the most common pitfalls and how we can help you avoid them. 1. Lack of a clear strategy. One of the...
How to identify investment opportunities that suit your profile ?
In the vast world of investment, finding opportunities that perfectly match your profile can seem as complex as looking for a needle in a haystack. However, with the right approach and tools, it is possible to unearth those rare gems that will make your portfolio...
Understanding your bank documents: The ultimate guide to stress-free financial management.
Do you sometimes feel lost when looking at your bank statements or financial contracts? You are not alone. Understanding these documents is essential for effective and stress-free financial management. In this guide, we give you the keys to mastering your bank...
Save time by delegating your financial administration tasks.
Free yourself from administrative burdens and optimise your financial management. Do you feel overwhelmed by financial paperwork? Do you find yourself spending a considerable amount of time processing bank statements, monitoring transactions and completing intricate...
Smart Wealth starts with Strategic Investment Monitoring.
It is important to consider the reasons why monitoring your investments is a good idea. Tracking investments is essential for all investors, whether they are new to finance or experienced. This helps to ensure their profitability and alignment with personal goals....
Building a customised investment portfolio: Your path to financial success.
Creating a personalised investment portfolio is a strategic step towards achieving your financial goals. At Assetrust SA, we will guide you through every stage of the process, taking a rigorous approach that is tailored to your unique situation and personal...
We provide personalised, proactive support for managing family office assets.
When it comes to wealth management, the Family Office stands out for its tailor-made approach and attentive monitoring. Although we do not carry out direct asset management, our advisory service with follow-up offers expert supervision and recommendations tailored to...
Aligning Your Finances with Your Life Plans: The key to success is clear.
Buy a country house. Retire early. Start your own business. These aspirations require solid financial planning. You can learn how to align your finances with your personal goals to achieve a fulfilling and peaceful life. The challenge of financial planning is clear....
