Excellence in wealth management and strategic advisory
At Paragon Invest, we combine deep expertise with independent thinking to deliver sophisticated financial solutions for discerning clients. Our team of seasoned professionals provides personalized strategies that preserve and grow wealth across generations, while maintaining the highest standards of discretion and transparency. Discover why leading families and institutions trust us with their most important financial decisions.
About Paragon Invest
Our vision
As an independent wealth management firm, Paragon Invest is dedicated to providing unbiased financial advice to our clients. Our goal is to create guidance that will enhance your financial future through a range of wealth management services, including portfolio management, financial planning, and accounting services.
Since there is no plan which will work for everyone, our team creates unique management objectives for each of our clients.
Independent
Paragon Invest is completely independent from all banks and agents and works with a network of highly qualified specialists around the world to provide its clients a service that goes beyond asset management.
Risk-Adjusted
Paragon Invest focuses on providing superior risk-adjusted returns to its clients through a true open architecture platform and a unique relationship to its custodian banks.
Trust, Transparency & Honesty
Paragon Invest partners develop a relationship with their clients based on trust, transparency and honesty that goes beyond the usual client-advisor relationship and ensures a total alignment of interests.
Network
Paragon Invest has developed an extensive network of tax, legal and other specialists around the world that benefits its clients.
Our custodian banks are leading global banks. We work with the largest publicly listed bank in Switzerland – UBS – as well as with the six largest private banks: Pictet & Cie, Julius Baer, Lombard Odier & Cie, Vontobel, UBP and J. Safra Sarasin.
We also have a strong relationship with the most prestigious banks in Monaco as well as in the US.
We structure products and investment solutions with the leading investment banks of this world in order we aim to get the best pricing and execution for our clients and invest in mutual funds and hedge funds from around the world.
We work with highly regarded attorneys and tax professionals who bring extensive experience to address our clients needs. Our unique network of experts in areas such as art collecting, copyright and real estate allow us to offer a unique value proposition to our clients.
Clients
Our clients are wealthy individuals, family offices and private foundations with liquid assets in excess of 500,000. They are coming from over 30 countries around the world. We share with them the same objective of wealth creation and preservation. Our global portfolios that are invested in all regions and currencies worldwide, combined with our extensive knowledge of sophisticated investment structures, allows us to advise clients from virtually any country in the world.
Our family office services are available to clients with assets in excess of 10 million. Please contact us to set up a meeting for a personalized consultation.