In the highly segmented financial services industry, too many advisors fail to get a 360-degree view of their clients. Instead, they settle for a one-size-fits-all approach based on their area of expertise, not their clients’ unique needs. The Szöghy team is different – we shape our expertise to meet your needs, not the other way around.

We work with a select group of clients with diverse profiles, and give every client the individual attention they deserve. We apply a personal, uncompromising approach to finding the best possible solutions in line with your specific circumstances and goals.

You pick the portfolio management structure that’s right for you, backed by our expertise and qualifications. Whether you want to be hands-off, hands-on or somewhere in between, you’re in the driver’s seat!