BAO Financial Group
Financial Services - Montreux, Vaud, Switzerland
BAO Financial Group Employees
BAO Financial Group Details
We strive to assist in building, preserving and protecting your and your family's hard-earned wealth, through custom-tailored products and services, a strict moral code and operating principles. We strive to protect and grow what is precious and valuable to our clients, guard and take care of their assets through alternative products derived from strategical depth. Ultimately, we bring to you Holistic Alternative Solutions. Our services:Asset Management (Wealth Management, Financial Analysis, Fund Structures, Family Office Services)Corporate and Individual Investment Advisory (Business Planning, Strategic Positioning, Strategic Deal Executions, Institutional Broking)Capital Sourcing (Fund Raising, Due Diligence, Marketing Plans, Investor Screening, Meeting Arrangement, Post-Closure Support)Fund Hosting (Regulatory Oversight, Compliance, Risk Management, Operational Accounting & Investment Management Oversight, Administration & Product Development, AML)Fund Accounting Services (Bookkeeping & Reports, Audit Assistance)Our Funds: BAO Fund VCIC, BAO Value FundOur Memberships: SECA, EMPEARegulatory bodies: ASIC, Swiss Financial Market Authority, Financial Securities Commission, Cyprus Securities and Exchange Commission (CySEC), Securities and Exchange Board of India.
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