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Wealth Management

We manage wealth through segregated accounts with top Swiss banks, offering cost efficiencies and adhering to international governance as a FINMA-approved manager.

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Private Markets

We offer exclusive off-market deals, including Private Debt, Equity, pre-IPOs, and unique assets like vineyards, art, and equestrian investments. Families and partners co-invest in these opportunities.

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Multi-Family Office

We provide investment management, tax planning, and risk management. By consolidating resources, we lower costs, access exclusive investments, and secure better terms with top providers.

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Funds

Concordia Capital faces backlash over $1B fund mismanagement

Tibor Luka
•
October 30, 2024

Concordia Capital faces scrutiny after mismanaging its $1 billion Asian markets fund, with poor investments and weak risk mana...

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Risk Assessment

The Smart Way to Insure Your Financial Assets

Sebastian Plusa
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Wealth Management

Smart Estate Planning for Financial Beginners

Sebastian Plusa
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Economic Trends

Predicting and Profiting from Market Movements

Tibor Luka
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Savings Secrets

Strategies for Building a Solid Emergency Fund

Sebastian Plusa
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Investment Insights

Mastering Long-Term Stock Investments

Sebastian Plusa
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Financial Fundamentals

Understanding Your Credit Scores and Managing Debt

Sebastian Plusa
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Key Strategies

Navigating the High Seas of Stock Market Volatility

Tibor Luka
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Essential Learning

How Cryptocurrency is Reshaping Global Finance

Sebastian Plusa
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Expert Advice

Five Life-Changing Habits to Transform Your Financial Health

Sebastian Plusa
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