Experienced

independent

innovative

We provide superior Wealth Management and Family Office services to wealthy families and individuals.

With over 40 years and three generations of experience, we have acquired a unique understanding of managing wealth and have developed a dynamic approach divided into three stages.

1

Planning

Defining a wealth management strategy suitable to your needs and goals

2

Implementing

Choosing the suitable financial institutions, investment managers and other service providers

3

Monitoring

Monitoring all service providers and providing an ongoing overview of your wealth

Our services
3

Generations family business

43

Years of proven experience in managing wealth

19742017

The IMM group was established in 1974 as a global financial services provider

Read Our Story