About Us

Our clients usually already have a large part of their wealth in non-financial or real assets, respectively. The main assets being either an ownership of a privately held company or real estate. This fact is decreasing with increasing overall wealth allowing for greater diversification benefits.

We help our clients to profit from such diversification effects early on by focusing on our core expertise in allocating part of their wealth to traditional asset classes such as equities, fixed income etc. and to achieve our client’s overall long-term financial objectives while considering their individual risk appetite profile. The implementation of an appropriate client portfolio takes several factors into consideration and is re-evaluated on an on-going basis. We make sure that our highly structured investment process takes all the relevant factors into consideration.

For our core services, we intend to limit the use of third-party investment providers, unless required and in the interest of our clients. We acknowledge that some clients may require certain exposure into alternative asset classes (such as real estate, private equity, digital assets). In this case, we are happy to advise our clients on appropriate solutions and identify suitable investment providers.

Everything we do at Squared Financial is guided by our Purpose, Vision and Values, all of which have been carefully considered and crafted to put the client at the heart of our business. We work as one team, working closely together so that our clients gain from our collective knowledge and expertise. To achieve this, our Purpose, Vision and Values also set out our expectations of each other.