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A ZURICH MULTI-FAMILY OFFICE

STRATEGY

Strategy is famously described as ‘a science and an art’ they are the guiding principles of

what we want to achieve together in our work

Business Meeting
FIRST WE LISTEN

WE LISTEN CAREFULLY

Without spending time listening to your needs we are not able to

create our shared vision of what success looks like

White Room
"WHAT MATTERS MOST TO US
IS WHAT MATTERS MOST FOR YOU"
SAFEGUARD
 

The client controls the flows in and out of their 

accounts and has our assurances to safeguards their assets

We help you develop your individual portfolio strategy and you

have full control while we carry it out and monitor it efficiently

We are entrusted to manage your assets and help you navigate ensuring

the most turbulent of economic time

 
Design Concrete
"THE GUIDING PRINCIPLES WE ACHIEVE
WITH CLIENTS IS THE CORE OF OUR WORK"

OUR PRINCIPLES
 

Our principle mission is to manage your assets in a way that ensures growth and wealth sustainability

and our role is to protect clients along this journey every step of the way

 

Our services are always tailored to your specific needs and we serve our clients with a straightforward setup

and the basic need for good investment advice and ongoing control and management

02

02

01

ASSET PROTECTION

First and Foremost asset protection through diversification to reduces risk while maximizing returns

02

COST PERFOMANCE

In every investment we consider the best approach to cost performance and we watch it carefully

03

INNOVATION

We implement the latest investment concepts and technology to expand investment horizons

04

OPEN ARCHITECTURE

Open architecture means going where without limitations or fences to ensure optimal investment options

WE RECOGNIZE YOUR NEEDS
 

We recognise that everyone’s financial journey is different, that is

why our approach to financial and investment planning is based

on individual goals while preserving integrity

Business Meeting

BOTTOMLINE OFTEN MATTERS MOST

 
OUR KEY SERVICES
 

Our services are always tailored to your specific needs and we serve

our clients with a straightforward setup and the basic need for good

investment advice and ongoing control and management

01

RISK MANAGEMENT

We regularly re-align your investments to

meet your strategic needs

02

INVESTMENT MANAGEMENT

Your goals match our investment proposal, together we develop

the strategy

03

CUSTODIAN SELECTION

No two banks are the same, so we with you to select the best choice

04

ASSET ALLOCATION

Customized reporting showing you the data you need to know

+ SERVICES
 

We support our clients to plan these and more depending
on their specific requirements:
Legal Structures
Tax Professionals
Relocation
Real Estate
Art Advice 
Medical
Networking 
Private Aviation
Baby Learning to Walk
"NOBODY CARES HOW MUCH YOU KNOW, UNTIL
THEY KNOW HOW MUCH YOU CARE"
OUR PRIORITIES
 

So take we your goals with our understanding of their priorities and we negotiate the best price

and cost relationship to optimise your bottomline 

In order to assess risk and return quickly and efficiently, it is crucial to consider the impact

of both past and future investment decisions

 

In asset management, value creation means a maximum return of the capital employed in terms

of utilization and productivity over the entire life cycle

Teamwork
"INDIVIDUAL COMMITMENT TO GROUP EFFORT
IS WHAT MAKES A TEAM WORK"
 
MANAGING PARTNERS
 

47 Heritage is a Boutique Asset Manager managed by a team of financial specialists who decided in 2018 to use their expertise and

many years of experience working for well-known Swiss banks to established their own company

DR. CLAUDIO MAZZONI

CHIEF EXECUTIVE OFFICER

Claudio has 25 years in Swiss banking and has a broad knowledge of the complexities of Institutional and Private Banking markets. His strategic leadership of investment, asset and risk management have steered multiple successes among peers and major banking markets internationally

ENEA PRONZINI

CHIEF FINANCIAL OFFICER

After studying engineering, Enea has served the private banking industry for 20 years specialising in family governance and asset protection. Enea's holistic analytical approach to problem solving has resulted in continued success in the financial industry

Watch Gear
"YOUR FOCUS IS OUR PRIORITY"
PARTNERS FOCUS

Performance and cost control, including cash management, are always a priority

 

When a family’s assets are diverse it can be a challenge to structure and manage them efficiently

but that’s our job our so administration doesn’t tie you down. Family office services include all

services a family requires to manage their wealth

 

Our principal focus and expertise is bankable assets, and when it comes to other assets classes we network with

our families and outside professionals on an as needed basis and realize the best solution

We keep an overview of all your assets and manage investment and financing matters

to evaluate which investments are best suited for your particular needs

 

Waves
"OUR ROLE IS TO PROTECT CLIENTS ALONG THIER
JOURNEY EVERY STEP OF THE WAY"
 
BANKING CHOICES 
 

We empower our clients to choose to work with our custodian

banking partners in order to carefully to find the bank best suited

options to your suit your investment profile and investment goals

 

Think of us as the manager and facilitator, its our work to

interface your needs and manage the banks and maintain

our clients investments and reporting as a priority

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“THE GREATEST THREAT TO OUR PLANET IS THE BELIEF
SOMEONE ELSE WILL SAVE IT"
WE THINK SUSTAINABLE
 

We offer strategies that convert climate change from a threat to an investment opportunity 

for clients who consider investing in sustainable as part of their philosophy

We support ITS NOW OR NEVER MYKONOS an initiative by one of our client's daughter
and her friends to clean the local beaches in the Greek isle Mykonos:


Ocean
“A GOOD INVESTOR NEVER LOSE SIGHT
OF THIER PRIORITIES AND HORIZONS"

ASSET MANAGEMENT SOLUTIONS

We use key tools and technology to achieve Asset Management Solutions and partnered with ORTEC Finance. The main objective of performance measurement and attribution is to better understand where returns derive from and to consistently show the added

value and the risk of each investment decision.

 

ZURICH - ST. MORITZ - DAVOS

ST. MORITZ

Plazza da Scoula 10
CH - 7500 St. Moritz

ZURICH

Hirschengraben 28 

CH - 8001 Zürich

DAVOS

Promenade 140

CH - 7260 Davos Dorf

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ASSET MANAGER PARTNERSHIPS

All partnership require mutual goals,and teamwork.

If you an asset manager who would like to join a larger partner feel free

to contact us to discuss it by emailing Dr. Claudio Mazzoni: