KNOWLES FINANCIAL CONSULTING





Wealth Management & Fintech Solutions for UHNWI,
Family Offices, and Asset Managers


CONTACT US

ABOUT US



Knowles Financial Consulting was founded in Zürich, Switzerland in 2024 by Melanie G. Knowles, a seasoned wealth management professional with over 26 years of experience working with asset managers, ultra-high net worth individuals and family offices.

We go beyond conventional financial advisory, aiming to be your trusted partner in navigating the increasingly sophisticated landscape of generational wealth management.

We collaborate with highly qualified third-party specialists to offer a comprehensive suite of services designed to meet the diverse needs of our exclusive clientele, seamlessly blending investment advisory, family governance consulting, NextGen programs, and the deployment of fintech and Web 3 solutions.

With a commitment to confidentiality, integrity, and excellence, we invite you to experience the exclusivity of fully tailored solutions that define the essence of who we are: an exceptional guardian for your financial legacy.



WEALTH & ASSET MANAGEMENT SERVICES





We understand that your financial aspirations are unique, and we work diligently to craft bespoke solutions aligned with your goals, risk tolerance, and vision for the future. Our solutions are designed to empower you with comprehensive strategies that not only preserve and grow your wealth across generations but also leverage the latest advancements in financial technology:

  • Investment governance and process advisory, including participation in investment committees
  • Implementation of sustainable investment frameworks, impact policies, and execution of sustainable finance activities
  • Design and maintenance of NextGen platforms, academies, and investment clubs / labs
  • Access to global financial institutions and product specialists, boutique managers, and exclusive direct investment and co-investment opportunities


WEALTH TECH ADVISORY





In the ever-evolving world of fintech, we stand at the forefront, leveraging the latest technological innovations to revolutionize the way you manage and grow your wealth. Our fintech solutions are designed to enhance your financial decision-making, streamline processes, and provide real-time insights, ensuring you stay ahead in an increasingly dynamic financial landscape:

  • Comprehensive analysis of data requirements and rigorous selection process of solution providers
  • Design of reporting tools, dashboards, and metrics according to client specifications.
  • Provision of customized data driven insights and alerts
  • Web 3 solutions (e.g., digital assets)
  • Design and management of multi-channel communication platforms and content, including metaverse solutions


expertise meets passion and innovation



(C) Knowles Financial Consulting 2024