At Point5 Family Office, we prioritize our client’s satisfaction and success above all else. We build lasting relationships based on trust, transparency, and open communication. Our team delivers exceptional service, providing regular updates and insightful guidance to help our clients achieve their financial objectives.
As a forward-thinking institution, we embrace innovation and utilize the latest technologies to drive optimal results. We use advanced analytical tools and research methodologies to uncover hidden market opportunities, giving our clients a competitive edge in their investment endeavors.
We are committed to providing comprehensive guidance to Latin American individuals, SMEs, and NGOs, emphasizing integrating environmental, social, and governance (ESG) factors into their investment portfolios and corporate strategies. We assume a leadership role in addressing our clients’ most complex ESG challenges, empowering them to seize transformative opportunities and confidently meet regulatory obligations. By leveraging our expertise and industry insights, we enable our clients to navigate the dynamic ESG landscape, fostering sustainable growth and responsible practices within their organizations.
Private Clients
Point5 is a trusted independent asset manager commissioned with the stewardship of wealth for Latin American families. Our expertise spans diverse investment strategies, including equity, fixed-income, multi-asset, and alternative investments.
By offering specialized investment services through segregated accounts and investment funds, we cater to our esteemed clientele’s unique needs and preferences.
With a steadfast commitment to preserving and growing wealth, we navigate the dynamic financial landscape, employing rigorous analysis and astute decision-making to deliver optimal results for our valued clients.
Sustainability
The remarkable progress and economic advancements witnessed in the past century have undeniably taken a toll on our precious natural environment.
The combined impact of population growth and increased living standards has resulted in an unprecedented demand for energy and finite resources. In some places, unfortunately, this has led to extensive damage to our biosphere.
Given these pressing challenges, we at Point5 recognize the need for resilient and sustainable investment strategies. Guided by this, we meticulously craft investment approaches prioritizing long-term viability and environmental stewardship.
Our tailored solutions reflect our unwavering commitment to promoting sustainable practices and generating a positive impact, allowing our clients to navigate the complexities of the modern economy while contributing to a more sustainable and resilient future.
NGO
In collaboration with ESG-LAB and various non-profit associations, Point5 actively engages in harnessing the power of philanthropy as the ultimate “risk capital” to address some of the most complex global challenges. Recognizing its transformative potential, we firmly believe that philanthropy plays a vital role in tackling intractable problems facing our world today.
Through our strategic initiatives and support projects, we are dedicated to catalyzing action on pressing environmental and social issues. By fostering partnerships, advocating for change, and providing resources, we strive to drive meaningful impact in the areas that need it most.
Our commitment extends beyond financial contributions as we actively seek to inspire and engage others in collective efforts towards a more sustainable and inclusive future.
What Really Matters
At Point5, our journey starts by deeply understanding your requirements related to wealth accumulation, preservation, and transfer to future generations. Our outstanding success stems from our unwavering commitment to exceptional service and our focus on including financial assets that prioritize value creation for society as a whole.
We take immense pride in being recognized by the Swiss government as a pragmatic organization that emphasizes environmental, social, and governance (ESG) principles. With an impressive track record spanning 30 years, we have established strong partnerships with esteemed institutions such as Banamex Mexico, Banamex New York, Finamex New York, HSBC Switzerland, and UBS Switzerland.
These collaborations attest to our expertise and reputation as a trusted advisor in the financial realm. By leveraging our extensive network and in-depth knowledge, we consistently deliver tailored solutions that align with your values and objectives. Our aim is to empower you to achieve sustainable and responsible wealth management, ensuring a positive impact for both your financial well-being and the wider society.
Please contact us at +4178 851 2772
jclara@point5familyoffice.com
Point5 Family Office Research Activities and Collaboration.
At Point5, we are deeply committed to education, as we firmly believe that it is a universal right and a vital catalyst for prosperity. We actively engage in disseminating comprehensive knowledge about impact, sustainability, and ESG investing, ensuring that individuals and organizations have access to the tools and insights they need to make informed decisions.
In pursuit of our educational mission, we collaborate with esteemed institutions and organizations, including the United Nations, University of Fribourg, University of Geneva, Universidad Iberoamericana, Harvard Club, The Global Initiative Against Transnational Organized Crime, as well as the governments of the United States, Mexico, and Switzerland. These partnerships signify our dedication to fostering a global dialogue and facilitating the exchange of expertise and best practices.
By joining forces with these influential entities, we leverage their collective wisdom to empower individuals, institutions, and governments with the knowledge necessary to navigate the intricacies of impact, sustainability, and ESG investing. Through our collaborative efforts, we strive to create a more sustainable, equitable, and prosperous future for all.
Location
Point Family Office, Switzerland
REG: IDE/UID CHE-304.059.063
Grand Rue 19
1297 Founex, SWITZERLAND
+4178 851 2772
