INVEST S.A.
We are dedicated about providing our clients with competent guidance, managing their assets, money, and family matters, and developing solutions that help them realize their financial goals in extremely cutthroat markets. Day by day, we hope to gain your trust. This is what motivates us.
A Place That Helps
Growth of Your Work
We are convinced that the foundations for the successful management of a client relationship in wealth management are the sophistication and competitiveness of a leading global financial institution combined with the expertise, experience and empathy of our CROs. They have the tools and the experience needed to provide quality advice to each individual client and create customized solutions.
Technology is an important enabler for us but we also believe that the human touch and talent make all the difference.
Meeting the expectations of our clients is the measure of our success. We advise them in the spirit of entrepreneurship that has shaped our culture. Our ability to deliver the best solution and the best quality is rooted in our strong capital position, our sound risk management and our robust compliance framework.
Our Services
Wealth Management
Your objectives are always our starting point, and because we’re self-sufficient, we don’t have to worry about anything else. We design investing strategies that are unique to you and your family. We don’t take chances, therefore every solution we create is founded on knowledge, insight, and outcomes.
Asset Management
For individual and institutional clients, we’ve been establishing, consulting, and administering investment fund ideas. Our clients can also take advantage of alternative co-investment, private equity, and debt investment alternatives. Our mission remains the same: to preserve money and increase value through well-balanced and diverse portfolios.
Real Estate
We actively support our clients in the acquisition, management and sale of real estate and investments in companies. Foreign investors face serious challenges with direct investment in Europe. Transparency, control and trust are essential for investing in unregulated market segments.
Space to make your
greatest impact.
We are convinced that the sophistication and competitiveness of a top global financial institution combined with the knowledge, experience, and empathy of our CROs are the cornerstones for the effective management of a client relationship in wealth management. They have the resources and expertise required to develop unique solutions and give each client the high-quality counsel they deserve.
Although technology is a key facilitator for us, we also think that the personal touch and talent are what really set us apart.
Our success is determined on how well we satisfy the needs of our customers. We provide them with advice in the entrepreneurial spirit that has shaped our society. Our robust capital position and sound risk management strategies underpin our capacity to provide the best solution and the highest quality.
Our Sustainability Strategy
At INVEST S.A., we believe that sustainability is all about choosing the right path to balance economic, environmental and social interests. We are also convinced that a responsible approach to business that includes robust governance is a prerequisite to achieve long-term success. We strive to apply the highest standards of business and ethical conduct in all aspects of our work in order to build relationships of trust and create sustained value for all our stakeholders.
INVEST S.A’s Sustainability Strategy is designed to help us better integrate sustainability aspects into our business model and meet the growing demand for sustainable finance. It is based on two main pillars: Our responsibility as an asset allocator on behalf of our clients and our responsibility as a firm.
Our first priority as a private bank is to deliver superior service and advice as well as high-quality investment, wealth and credit solutions to our clients around the globe. We aim to meet the current and future needs and expectations of our clients – including the Next Generation. At the same time, we are actively driving change as an asset allocator by directing our clients’ assets towards transformative technologies and companies that support sustainable development and innovation.
We do so by integrating company criteria as well as related risk considerations into our investment process and continuously expanding our responsible investment offering. In this way, we are supporting efforts to realize the UN Sustainable Development Goals (SDGs).
As a firm, we want to be an employer of choice that can attract and retain talented employees. We are committed to providing an inclusive working environment in which all our employees are valued equally and can achieve their full potential. As an integral part of society, we are committed to serving the interests of the communities in which we live and work and to helping protect the environment.
How we work
It starts with deep understanding and ends with a recommendation that is as individual as you are. Comprehensive, first class investment, wealth, and credit solutions delivered by a team empowered to make better decisions for their clients.
A global network of experts. A comprehensive range of first class investment, wealth and credit solutions for private and institutional clients. A leading private bank renowned for its unique client approach.
Flexible Working Time
Offices Around the Europe
With the help of our investment advisors hundreds of small, medium and big companies were able to achieve results.
Our clients benefit from our financial stability and our global reach.We operate hubs in Europe, the Americas, Asia Pacific and the Middle East.
Our Goal
Our primary goal at INVEST S.A is to create profitable and sustainable growth for the benefit of our clients, shareholders, employees and society as a whole. We strive to be a reliable and professional financial partner and an attractive employer. We also take account of social and environmental aspects when conducting our business to ensure the prosperity of future generations.
Meet the partners who inspire us and share our values and our commitment. They are constantly creating new and innovative ways to bring their art to life, impress us with their sporting achievements, and inspire us with their ambitions. Their entrepreneurial thinking enables them to stay connected to their audiences around the world. We support them and recognize the important role that the arts, culture and sport play in all our lives.