Services & Solutions

Whom we serve

High Net worths Individuals
Financial Institutions
Pension Funds
Private funds
Family Offices & Fiduciaries

Our operational approach

Building client relationships through meetings
Understanding their financial needs and requirements
Offering appropriate investment solutions
Upon Agreement, we initiate the onboarding process
Identify a suitable banking partner to provide custodian, brokerage, and private
banking services to clients.
Sign agreement and necessary documents
Proceed with bank account opening
Transfer funds or Existing Securities and proceed with planned investments
maintain ongoing client meetings to enhance relationship, conduct quarterly portfolio
discussions, and ensure bank services align with client needs.

Our Offerings & Solutions

We specialize in:

Personalized portfolio Management Services
Advisory Services
Wealth Management Services
Brokerage Services

Personalized portfolio Management Services

At MSFL, we recognize the uniqueness of every investor. Our personalized portfolio management service, whether discretionary or non-discretionary, empowers you on your financial journey. Let us help you achieve your financial goals.

Our Portfolio Management model:

Conservative Portfolio ( USD, EUR & CHF)
Balanced Portfolio (USD, EUR & CHF)
Dynamic Portfolio (USD, EUR & CHF)

Advisory Services

we are committed to helping you achieve your financial goals and secure your financial future. Our comprehensive wealth advisory services are designed to provide you with expert guidance, personalized solutions, and a strategic approach to wealth management.

This offer is tailored for fund clients, family offices, and financial institutions, making use of products we distribute and potentially others.

Wealth Management Services

Wealth management services provide tailored financial advice and investment management for high-net-worth individuals and institutions. It's evolved to encompass comprehensive planning, personalized portfolios, and estate management. With advancements in technology and changing client needs, these services have grown significantly, offering diverse solutions to help clients achieve their financial objectives.

Brokerage Services

Brokerage services in securities encompass assisting clients with buying and selling financial assets like stocks and bonds. Brokers act as intermediaries, aiding in trade execution, providing market insights, and offering assistance with settlement and other related tasks.