Our goal is to be on your team, part of your family.
For years to come.
Baltinus is a global, independent boutique financial advisor
We offer strategic corporate advisory, asset management, as well as bespoke wealth planning and structuring.
Our solutions, products, services and structures are all completely integrated and we are the single point of contact even for the most complex cross-border arrangements.
We offer personalized, time and cost effective, tailor made solutions always with our core values as a guideline
Personal service
Accountability
Integrity
Confidentiality
Client focus
Who we are?
Baltinus has deep Swiss Banking roots and a worldwide outreach catering to global clients and partners. We are an international team of senior bankers, lawyers and tax experts with decades of experience with the best names in the respective industry. We are proud of our global network of trusted, best-in-class experts we can rely on any time. Baltinus is fully independent, relationship and performance focused.
Where we are?
Whereas we have a worldwide network of best-in class providers of various specializations, Baltinus is at home in UAE and Switzerland, putting to work the best of both worlds for our clients.
Dubai, UAE, has evolved as today’s financial and business centre of choice. 75% of Fortune 500 companies have established their regional headquarters in UAE. Providing safe and politically stable, absolute zero tax environment, it offers sheer endless financial, business and lifestyle possibilities. The ease of establishing and operating companies both offshore, onshore and in one of the free zones are complemented by a banking sector that is flexible, modern and world class.
In spite of the ever changing regulatory environment, Switzerland has the best banking and financial infrastructure in the world. Having been a synonym for banking secrecy and outstanding level of client focus for centuries, it still offers political and fiscal predictability and undisputed credibility.
Our Services
Baltinus closely cooperates, designs and implements bespoke solutions for increasingly challenging and complex investment, legal, compliance, tax and fiscal environment offering outstanding financial results and flexibility but also protection and confidentiality.
Strategic Corporate Advisory
Corporate finance services including Due Diligence, Valuations, Business plans and feasibility studies, Debt/equity advisory, Financial analysis as well as M&A advisory
Financial and operational restructuring
Defining specific measures and implementing adequate financial structure
Analysis & research on economies and sectors, preparation of tailored reports, White Papers, Feasibility Studies, Strategy Papers
Evaluation and assessment of current business performance
Creation of strategic development plans aligned with the business environment and roadmap
Incorporation & Management of legal entities
Evaluation of the specific needs of the client taking into consideration his business, transaction and/or personal circumstances and advising on the adequate company form and jurisdiction.
We can assist you in establishing your corporate presence in various jurisdictions, such as: Switzerland, UAE, Seychelles, EU and others.
We establish investment holding vehicles and transaction specific special purpose vehicles globally. In UAE and Switzerland we can incorporate and manage operational and Holding Companies and provide all local corporate officers required. A Swiss Holding Company is an ideal onshore vehicle for the consolidation of worldwide investments and participations.
Trust Services
Preserving your assets can be as challenging as building them. We can help you protect your wealth and sail through the process of setting up a trust. We work with you to recognize potential risks to you and your family, identify ways to minimize your exposure and keep you in control of your destiny.
Utilizing our trust services can help you maintain control of your finances by:
• Reducing taxes
• Carrying out commercial purposes
• Enhancing confidentiality
• Protecting against political risk in unstable countries
• Overcoming forced heirship provisions
• Real estate management
• Avoiding complications on death through the avoidance of Probate
• Distributing your assets privately and swiftly
• Consolidating ownership of assets
• Providing for family, friends, and/or charitable causes
• Closely holding business management
• Tax compliance and reporting
Asset and Wealth Management
Having a large pool of banking experience with world’s leading banks, Baltinus entertains strong links with multiple banks in several jurisdictions, such as Switzerland, Germany, Cyprus, UAE, etc.
We provide investment products and advisory services to individual clients and institutional investors, but also cater to the wealth planning, investing and financial management needs of wealthy individuals and families. Whereas client’s account does not necessarily have to move from the bank, the independent expertise added to the management of the banking matters regularly increases the annual returns and improves the level of control and communication. At the same time, the total cost for the client is generally slightly lower than having the account with the bank directly.
Investment Origination and Evaluation
Evaluation of the specific needs of the client taking into consideration his business, transaction and/or personal circumstances and advising on the adequate company form and jurisdiction.
We originate investment opportunities from multiple sources. This includes proprietary ones, such as in-house and through strategic partnerships, but also through our network of leading institutions and partners.
Through our systematic evaluation that includes financial and legal due diligence, detailed investment thesis and risk assessment, we ensure a consistent quality of every single opportunity.
We are proud to have access to some of the most exciting investment opportunities on the market in various categories:
• Direct Investments into privately held companies
• Trade Finance opportunities
• Project Finance opportunities
• Funds
• Private placements
Our clients are our partners
Typically, we work with listed or privately held corporate clients and high-net-worth-individuals and their families either directly or through professional intermediaries such as law firms, bankers, family offices and tax advisors.
