TAX COMPLIANCE

RESPECTING THE REGULATORY FRAMEWORK

Performance defines our investment philosophy, and meeting the tax regulations of a client’s home country is absolutely essential. We ensure that our clients always receive the appropriate reporting documentation from our partner banks.

INDIVIDUAL TAX SOLUTIONS

With any investment, there’s always a way to optimize taxation, but it depends on a client’s individual situation and home country. When we meet with our clients, we look at any potential solutions to help minimize potential taxes, and we always utilize the utmost discretion on every account. Given the increasingly complex nature of tax solutions, however, we recommend meeting with professional counsel for final approval on any plan.

INDEPENDENT ASSET MANAGEMENT

Unconstrained & tailor-made solutions

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VALUE INVESTING

Undervalued stocks with “catch-up” potential

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FIXED INCOME INVESTMENTS

6% p.a. and more – KPMG & BDO audited Performance Results*

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Risk warning / disclaimer

Invest Sante SCA an independent wealth management firm registered in the commercial register with registered office in Luxembourg under number B198693 which as well regulates Invest Sante SCA is permitted to offer the services of an asset management company in 27 countries of the European Union. The information contained in this web page (https://investsante.com/) and the associated sub-pages does not represent investment advisory services; it exclusively serves the purpose of product description. In particular, this information does not express any suggestions to enter into such transactions of the type referred to. Past performance is no guarantee of future results. The views expressed are those of the portfolio managers at Invest Sante SCA at the time of publication. The views expressed facilitate the understanding of the investment process and are not intended as an investment recommendation. Holdings and allocations are subject to change. No guarantee can be given that the market forecasts will be achieved. The information is only for the use of the person for which it is intended and may not be reproduced or distributed to any other person. Conflicts of interest at Invest Sante SCA cannot always be ruled out. Information on dealing with conflicts of interest is available on request. The information is based on carefully selected sources, which Invest Sante SCA considers reliable, but their correctness, completeness and accuracy cannot be guaranteed. They do not constitute an offer or invitation to subscribe for or purchase fund units and are provided for information purposes only. Products and services may vary from country to country. Information on this website does not replace the information about this product, which the investment firm may be required to provide individually on acquisition of the product. The information provided on this website only represents the important features. The tax treatment of a portfolio depends on the individual circumstances of each client and may be subject to change.