- Greendeal Investments SA Via Cattedrale 2 6900 Lugano
FAQs
faqs
Most Popular Questions
We help clients see the world from a fresh perspective, uncover opportunities previously unseen, and achieve results that bridge today’s reality with tomorrow’s potential.
What legal structure does Greendeal Investments SA use, and what does that mean?
Greendeal Investments SA is incorporated under Swiss law with limited liability, which allows us to operate with a clear corporate governance structure and offers protection for our clients and shareholders.
Do I need a minimum investment or capital to work with Greendeal Investments SA?
No fixed minimum applies universally: we evaluate client mandates on a case-by-case basis, based on the nature of the advisory engagement and the scale of the investment.
Where is Greendeal Investments SA regulated, and what compliance standards do you follow?
We comply with Swiss regulatory and financial‑market standards. Depending on the services offered, we adhere to relevant financial regulation and provide transparent reporting and governance.
How does Greendeal ensure confidentiality?
Confidentiality is a core pillar of our service. We maintain strict internal protocols, and all communications, advisory engagements, and client data are handled with the highest discretion.
What types of services do you provide?
We offer bespoke investment advisory, wealth‑management structuring, strategic planning, and cross-border capital solutions tailored to high-net-worth individuals, family offices, and institutional investors.
Can you help set up a Swiss company or investment vehicle?
Yes — part of our advisory includes helping clients establish Swiss holding structures, asset-holding entities, or investment vehicles, working closely with legal, tax, and fiduciary experts.
How do you manage risk in client portfolios?
We utilize a disciplined risk framework that combines global market analysis, diversification, and active oversight. Our strategic planning emphasizes both opportunity and downside protection.
How is performance reported to clients?
Clients receive regular, transparent reporting on portfolio performance, risk metrics, and market outlook. We customize reporting frequency and format to suit each client’s preferences.
What are the fees for your advisory services?
Fees depend on the type of mandate, size of assets, and level of service. We agree on a bespoke fee structure in advance, ensuring alignment of interests and value delivered.
How do I get started?
Â
To begin, you can reach out via our contact page. We schedule a confidential consultation to understand your objectives, assess how we can help, and propose a tailored engagement.
How quickly can I receive a response?
Our team strives to respond to all inquiries within 24 hours during business days.
What makes Greendeal Investments SA different?
We combine Swiss precision with private-office discretion, offering bespoke solutions aligned with client goals.
Are your services regulated?
We operate in full compliance with Swiss financial regulations and maintain the highest standards of governance.
How experienced is your team?
Our team has extensive global finance, wealth management, and corporate advisory experience.
Can you provide guidance for new market opportunities?
Yes. We help clients identify and evaluate emerging investment opportunities worldwide, combining insight, analysis, and strategic guidance.
How does Greendeal Investments SA approach risk management?
We employ a disciplined approach to risk, carefully balancing opportunity with protection, and tailoring strategies to each client’s objectives and comfort level.
Looking for a First-Class Finance Firm?
We welcome and celebrate different perspectives to help our firm, our clients and our people.