Wealth Management Services

Our expertise spans both traditional and innovative assets, ensuring comprehensive financial strategies for our clients.  We offer standard discretionary and execution-only mandates, providing flexibility through a wide range of counterparties, including banks and brokers. 

Fully licensed and partnered with top-tier quality providers, we leverage our extensive suite of services, such as the securitization of investment strategies and crypto custody, at the most competitive prices. 

At Digital Waves, we offer two mandates designed to meet the diverse needs of our clients, ensuring that each investment approach aligns with their unique financial goals and risk preferences:

1 - Execution-Only Mandates

For clients who prefer to remain responsible for their own strategy while benefiting from attractive pricing with custodian banks, the Execution-Only Mandate is the ideal solution. This mandate allows you to maintain control over your investment decisions with the support of our competitive pricing structure.

2 - Discretionary Mandates

Choose between four standardized, highly diversified strategies with different risk/return profiles: Hybrid Income and Growth, Capital Appreciation, Capital Preservation, Long-Term Capital Growth. In addition to these standardized strategies, an individual mandate offers the opportunity to pursue a more customized strategy tailored entirely to your personal needs and expectations.

 

 
Securitize your own investment strategies and assets

Wealth managers can use our securitization platform to create tailored asset management strategies and convert them into bankable investment products via a Swiss-ISIN-based Actively Managed Certificate (AMC) or dedicated fund.