720 Asset Management

Based in Geneva, is an independent wealth management firm. 720 AM operate under the strict guidance and regulation of the FINMA and is supervised by an OS (supervisory organization).

Company Overview

Introduction

720 Asset Management is a premier family office dedicated to preserving and growing the wealth and legacy of ultra-high net worth families through comprehensive financial management, investment strategies, and personalized concierge services.

720 AM operate under the strict guidance and regulation of the FINMA and is supervised by an OS (supervisory organization).

Our Mission

is to provide to our business partner

Privileged access to top swiss banks

Manage assets in a space free of bias and conflicts of interest.

This allow us to focus on quality and tailored investment portfolios that meet individual needs and preferences. This personalized approach ensures that each financial decision is made with intention and clarity, fostering a sense of confidence and control over one ‘ s financial future.

720 AM aims to create a global and powerful platform to connect HNWIs and UHNWIs through a trusted and well-known network of affiliates.

Independent

Wealth Management

Independent wealth management involves financial services provided by our advisors who are not affiliated with specific financial institutions.

Independence

Objective advice and product choices without institutional bias.

Personalization

Tailored solutions based on the client' s unique needs and goals.

Trust Relationship

Aligned interests and transparent fees.

This approach ensures wealth management that is more closely aligned with the client’ s unique interests and needs

Wealth Management

Account Opening

Vip Access To The Top Banks

Attractive Fee Negotiated

Consolidation Ios Application

Centralized Management

Wealth Management

Investment

The investment philosophy at 720 AM is focused on delivering a transparent, long-term, conviction-driven portfolio. By mitigating conflicts of interest and identifying optimal investments within the market, the aim is to achieve superior outcomes for clients.

Before creating or revising your investment portfolio, 720 AM is committed to understand your needs and conducting a complete analysis of your financial situation.

Define Goals

Risk Profile Questionnaire

Score Questionnaire

Asset Allocation & Constraints

Implementation

Mandates

1. Discretionary Mandate

You delegate the management of your portfolio to our asset management team. The investments are based on the conditions discussed together. This choice allows you to leverage the knowledge and proficiency of our investment experts. Through proactive portfolio management, we consistently realign your investments to market conditions, thereby reducing the risk of losses during volatile periods.…Read more

2. Advisory Mandate

720 AM serves as a strategic partner, actively engaging with your investment concepts and providing advice on asset allocation, individual investments, and investment instruments.

3. Islamic Portfolio Management

Both Mandate can be applied under the principal of Shariah Law.

Investment Universe

We benefit from the research and expertise of all our custodian banks and external counterparties.

Bonds

Equities

Funds

Structured Products

Bonds

Equities

Funds

Structured Products

Bonds

Equities

Funds

Structured Products

Bonds

Equities

Funds

Structured Products

Family Office Services

Legal Office

Tax Optimization

Relocation

Estate Planning

Family Governance

Family Office Services

Private Office

Concierge Services

Accounting

Our Team

CEO

Kevin Philipona

Kevin Philipona is a private banker covering the Middle East and Africa market. He began his career in wealth management at BNP Paribas Switzerland where he was in charge of UHNWI clients. In 2021, Kevin joined J.Safra Sarasin as Vice President to continue growing the Middle East and Africa market. He holds a Bachelor ‘ s degree in Banking and Finance from HEG Geneva and specializes in portfolio management including sophisticated products