Bringing together the services you need, when you need them.
JW SMitt Wealth Planning
The essence of wealth planning is to stay one step ahead
Total asset approach
We see the totality of your financial situation and plan and report in line with your prefered structure.
Custom Wealth Planning
On-demand analysis and reporting, consolidated statement. Cash & liquidity forecasting, credit planning and reporting to meet your needs.
Philanthropic advice & ESG reporting
Philanthropic Strategies, ESG advice and reporting.
JW Smitt Wealth Management
Customised portfolio management leveraging best in class suppliers
Wealth management
Advising customised portfolio management solutions with best in class suppliers within each asset, based on your individual risk profile.
Financial analysis and strategy reporting.
Unique investment support
Research-based investment selection.
Tactical advisory based on market and asset research.
Alternative investment proposals, of which many with unique access.
Your global CIO.
Goals based Financial Planning and Wealth Managment tailored to you
We identify the right structure to secure and grow your assets. Sophisticated, yet easy to overlook.
JW SMitt Wealth Planning
The essence of wealth planning is to stay one step ahead
Total asset approach
We see the totality of your financial situation and plan and report in line with your prefered structure.
Custom Wealth Planning
On-demand analysis and reporting, consolidated statement. Cash & liquidity forecasting, credit planning and reporting to meet your needs.
Philanthropic advice & ESG reporting
Philanthropic Strategies, ESG advice and reporting.
JW Smitt Wealth Management
Customised portfolio management leveraging best in class suppliers
Wealth management
Advising customised portfolio management solutions with best in class suppliers within each asset, based on your individual risk profile.
Financial analysis and strategy reporting.
Unique investment support
Research-based investment selection.
Tactical advisory based on market and asset research.
Alternative investment proposals, of which many with unique access.
Your global CIO.
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