We strive to assist in building, preserving and protecting your and your family’s hard-earned wealth, through custom-tailored products and services, a strict moral code and operating principles. We strive to protect and grow what is precious and valuable to our clients, guard and take care of their assets through alternative products derived from strategical depth. Ultimately, we bring to you Holistic Alternative Solutions. Our services: Asset Management (Wealth Management, Financial Analysis, Fund Structures, Family Office Services) Corporate and Individual Investment Advisory (Business Planning, Strategic Positioning, Strategic Deal Executions, Institutional Broking) Capital Sourcing (Fund Raising, Due Diligence, Marketing Plans, Investor Screening, Meeting Arrangement, Post-Closure Support) Fund Hosting (Regulatory Oversight, Compliance, Risk Management, Operational Accounting & Investment Management Oversight, Administration & Product Development, AML) Fund Accounting Services (Bookkeeping & Reports, Audit Assistance) Our Funds: BAO Fund VCIC, BAO Value Fund Our Memberships: SECA, EMPEA Regulatory bodies: ASIC, Swiss Financial Market Authority, Financial Securities Commission, Cyprus Securities and Exchange Commission (CySEC), Securities and Exchange Board of India.
View Top Employees from BAO Financial GroupWebsite | http://www.baofinancialgroup.com |
Revenue | $6.4 million |
Employees | 10 (6 on RocketReach) |
Founded | 2009 |
Address | Rue Du Theatre 3, Montreux, Vaud 1820, CH |
Phone | +41 21 962 89 90 |
Technologies |
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Industry | Financial Services, Finance General, Banking, Finance, Lending and Investments, Venture Capital |
Competitors | Delaware Investments National Municipal Income Fund, Rockingstone Advisors, Woodmont Investment Counsel, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 523 Companies, NAICS Code 52392 Companies |
Looking for a particular BAO Financial Group employee's phone or email?
The BAO Financial Group annual revenue was $6.4 million in 2024.
Valentina Loyal-Agarwal is the COO of BAO Financial Group.
6 people are employed at BAO Financial Group.
BAO Financial Group is based in Montreux, Vaud.
The NAICS codes for BAO Financial Group are [52, 5239, 523920, 523, 52392].
The SIC codes for BAO Financial Group are [62, 628].