An independent asset management company based in Switzerland provides tailored wealth management services including financial advising, asset management, portfolio management, real estate consulting, and global advisory services. They have an experienced international team and work with a network of specialists to protect clients' assets, ensure growth, and plan for intergenerational wealth transfer while maintaining utmost discretion and compliance.

1. WE ARE
Your private independent financial advisors and asset managers: we are here to make your
life easier through managing and protecting your wealth with utmost vigilance, care and
discretion, ‘made in Switzerland’.
An experienced team, bringing our international network of experts, with extensive knowledge
in Swiss private banking to offer you a tailor-made and personalized service to help you
control your wealth and estate transmission.
Completely independent: our financial advisory and asset management company is registe-
red with the Swiss Association of Asset Managers:
www.vsv-asg.ch and therefore subject to the monitoring of the Swiss Financial Market Super-
visory Authority: www.finma.ch to ensure compliance with Anti-Money Laundering require-
ments.

2. WHY
To rationalize one of your most valuable asset: your time.
To obtain independent advice that is always in your best interest and in full transparency.
To ensure the highest quality services to manage your personal needs in terms of asset pro-
tection, growth and monitoring for future generations.
To meet your unique wealth management and other requirements through our international
network of high calibre independent specialists.
To bring you the capacity to adapt to changes in the financial industry.
To benefit from our outstanding flexibility that has won us the trust of prominent families in
Europe and elsewhere over years of experience.
Our network adds up to your net worth

3. HOW
We provide a global approach with a core focus on financial advisory and asset management
in partnership with the most reliable financial actors and institutions.
We carefully determine your risk tolerance and performance objectives over time to design the
most appropriate investment approach with the clear objective of safeguarding and increasing
your assets in line with your financial goals and ultimately your estate transmission needs.
We collaborate with an extensive and expanding network of international service providers wor-
king in private banking, fiduciary management as well as legal, tax, real estate and hospitality
consulting.

4. tél. +41 22 789 79 39
fax. +41 22 789 79 35
mob. +41 76 335 01 42
contact@anapurna-iam.com
anapurna-iam.com
Anapurna
Independent Asset Managers SA
Bd James Fazy 13
1201 Geneve
Switzerland
PORTFOLIO MANAGEMENT
You want to delegate investment decision-
making power and management? We
manage your account through a deep risk
analysis, in full respect of your investment
profile and always in your best interest.
REAL ESTATE AND HOSPITALITY CONSULTING
We pride ourselves in offering the best
advice in geo-strategic positioning and
real estate identification for the hospitality
industry as well as real estate and hotel
development. Exclusively for the Madrid
market, we provide a comprehensive real
estate advisory and intermediation service.
PORTFOLIO ADVISORY SERVICES
You want to have total control of your as-
sets? We generate innovative ideas and
provide personal advice to help you unders-
tand how to invest and to make the best
decisions to optimize return on your assets.
GLOBAL ADVISORY SERVICES
We offer a global coordination service that
covers a range of financial areas such as:
company set-up and administration (trust,
foundation, life insurance, etc.), inheritance
structuring, real estate investment and ban-
king assets consolidation.
WHAT
CONTACT