Independent Asset Management

We specialise in offering independent and impartial wealth management and financial planning solutions designed to build and protect your wealth, and believe in developing a long-term working relationship with our clients, based on the premise of transparency, integrity and impartiality, and place particular emphasis on handling clients' affairs discreetly and responsibly.

Our wealth management service is based on a truly holistic understanding of our client's financial situation, goals and attitude to investment risk and our aim is simple - to take care of and manage our clients’ money as if it were our own. Through our application of independent advice, and our ethos of working closely with clients and their professional representatives, we have established ourselves as the trusted wealth advisers to a wide range of international clients.

Whilst a client’s needs will differ, the recurring objective is usually the accumulation, preservation and transfer of wealth. The Blackden Financial team, with its base in the canton of Geneva, Switzerland offers the broadest range of innovative, proven, transparent and tax - efficient solutions to meet this shared goal.

Our Approach

Comprehensive Financial Planning

Your investment objectives

The first step towards a more effective investment strategy is deciding exactly what you are investing for. Before you make any investment decisions, you need to identify your key investment objectives:

• Income (high income, regular etc)
• Capital Growth
• Income and growth
• Ethical investment

Risk versus reward

Most investors are aware that there is a close relationship between risk and reward, but getting the right balance between the two will depend on a number of factors, including investment objectives, time frame and risk profile.

Managing your investments

One of the hardest aspects of investment is portfolio management — constructing a portfolio of assets that balances your return objective and risk profile. In reality, there are no guarantees when it comes to investment performance. The key to long–term investment success is diversification and effective portfolio management. This is where expert financial advice comes in to its own.

Blackden Financial has many years of advising clients from all walks of life, helping to select the most appropriate funds within their respective sectors for use within a diversified portfolio that matches investor’s objectives and risk profiles.

• We use a rigorous due diligence and research process that combines quantitative and qualitative analysis.
• Fund performance is analysed using our own screening system.
• Different styles and philosophies are combined in order to maximise the opportunity of meeting objectives whilst controlling and managing the level of risk taken.