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THE CASA GROUP
We advise private and institutional clients from Switzerland and the International Community in regards to the financial and non-financial aspects of wealth management. Our value-add stems from our independence and our transparency. These are values that we defend, and that are core to our business. Our Group is 100% owned by the management team.
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We develop solutions that are tailored to our clients: might they be families, millennials, entrepreneurs or pensions funds. These offers were not built for our clients, but with our clients, to simplify the financial component of their life equation to the fullest.
Our clients benefit from unique financial expertise, which puts transparence, excellence and simplicity at the forefront. We build lasting and trustworthy relationships with our clients and put their best interest at the heart of all that we do and deliver.
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OUR GROUP
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Know-how, Performance, Independence

OUR OFFERS
PRIVATE CLIENTS
  • Discretionary and advisory mandates
  • Wealth analysis and consolidation
  • Patrimonial engineering
  • Wealth transmission issues management
  • Structuring of financial products
MULTI-FAMILY OFFICE
  • Financial and non financial asset management
  • Reporting and consolidation
  • Mandate : Member of the Board of Directors
INSTITUTIONAL CLIENTS
  • Mandate : Member of the Pension Fund Board
  • Mandate : Member of the Pension Fund Investment Committee
  • Management of corporates liquid assets
  • We advise professional investors
THE CASA GROUP
In order to respond in the most appropriate way to the differing needs of our clients, our Group surrounds itself with a community of experts. We put our forty years of accumulated experience at their disposal and help connect our clients within the following four domains: entrepreneurship, education, philanthropy and sustainable development.

The family and entrepreneurial nature of our clients calls for skills in a wide range of areas. These include taxation, law, real estate, fiduciary services, philanthropic consulting and corporate consulting among others.
OUR REFERENCE PARTNER

Founded in 1936 on the bases of the law firm Frôté & Partner SA and with around forty employees, the F&P Group offers services covering legal advice, notarial services, tax services, advice regarding business management, wealth management as well as administrative services.


© Copyright 2019 - THE CASA GROUP
©Legal Notice and privacy statement
THE CASA GROUP website is protected by copyright law. The content of the site belongs to THE CASA GROUP and requires proof of authorization to be used elsewhere. Any translation, reproduction, representation or adaptation (full or partial) or any type of download is strictly forbidden. THE CASA GROUP does not guarantee, by explicit or implicit nature, the exactitude, accuracy or timeliness of the content of the site. In no way can THE CASA GROUP be held liable for any type of direct or indirect damages resulting from the access, use or inability to access the information present on the site. All the data and information featured on this web site are provided solely for information purposes and for a strict private use. They may be modified at any time without prior notice. Although the information contained on this site is obtained from reputedly reliable sources, its accuracy cannot be guaranteed. The information, data and opinions contained herein constitute neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of THE CASA GROUP, its managers, officers or employees and have no legal value, in particular of contractual nature. Any potential investor is informed that he must seek professional advice concerning regulations and taxation applicable to transactions on financial products in its country of citizenship, domicile and/or residence. The privacy statement applies to THE CASA GROUP website, to all communications conducted by THE CASA GROUP. To provide your company with the best level of service, THE CASA GROUP needs to be able to maintain and use your contact information and other information about you. We do of course ensure that your privacy will be respected. We commit therefore to full compliance with the new European Privacy legislation, the GDPR (General Data Protection Regulation). THE CASA GROUP may collect and use your personal data for specific purposes. We do keep contact information up-to-date to communicate with clients, prospective customers, suppliers and partners within the framework of our contractual obligations. We also use these data to further inform you of products and services that are in line with the mandate we already have with you. However, we also allow you to submit your contact information and your interests to us yourself through the form on our website, through direct conversations or telephone calls or when requesting for information. Subsequently, after obtaining your explicit consent, we will make further use of this information to provide you with other information about our products and services. If you visit our website, we would like to know which of our activities interests you. That is why we work with a partner (Cornelius) to analyze website activity data. We process of these data anonymously, but if you fill in a contact form or click through to the website from an e-mail we sent you, we link this information to your personal data. This enables us to do more to cater for your specific needs and improve the use and access of our website. We may also use cookies to achieve this. We believe that data used this way has a legitimate purpose, which does not infringe on your right to privacy. You can always prevent the placing of cookies by adjusting your browser settings. Personal data that you entrust to us as a customer for processing on your instruction will of course only be used by us for the assignment clearly defined by you. The data will never be used for any other purpose. THE CASA GROUP has a highly secured IT infrastructure operated by Penta (www.penta.ch). Penta’s entire infrastructure is audited yearly by EY (Ernst & Young) to international standards. The audits meet all major financial regulators’ IT compliance requirements, and are available to every client for compliance needs. Within the network, confidential information is strictly separated from the more basic data. State-of-the-art technology is used to protect the network against attacks from outside and viruses. Monitoring and logging detect possible abnormal situations or activities. Maximum availability of the infrastructure and applications is ensured. If THE CASA GROUP uses external parties, partners or subcontractors for certain services, they will be thoroughly screened and instructed regarding their obligations in terms of confidentiality and information security. If your information is entrusted to them, they will receive a clear assignment and the information provided will only be used for this. Your data is registered and processed with the greatest care to ensure that they are accurate and up-to-date, and we store them no longer than necessary for the intended purpose. They are only passed on to external parties in the context of a proven partnership or a contractually well-defined assignment, executed under our responsibility. The personal data referred to here are never transferred to any location outside Switzerland. As a person involved, you always have the right to be fully informed of the data we keep about you. You have the right to retrieve, correct or completely delete these data. THE CASA GROUP regularly update this statement to give you a correct view of our intentions and our practices. We suggest that you occasionally read through this text again when visiting our website.
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