Advisory
Your trusted long‑term partner
Philippe Hottinger Advisory is a financial consultancy firm serving businesses, investors and private individuals across all types of financial transactions: advice on balance sheet restructuring, wealth management planning and investment advice on financial products.
Philippe Hottinger Advisory is a member of ARIF.
Philippe Hottinger Advisory brings together the expertise of recognised professionals in the field of financial advisory services for companies, institutional investors and private individuals.
By getting involved at an early stage, our teams provide SME directors and shareholders with peace of mind as they consider potential developments for their businesses. We prepare them for planned transactions under the best possible conditions, offering greater clarity on potential scenarios in line with their defined objectives.
This structured and organised approach helps to increase the likelihood of successful transactions within the given timeframe.
Philippe Hottinger Advisory advises its clients (both private and corporate) on their domestic and international financial transactions across a range of sectors.
For further information, a presentation of our activities and references can be provided upon request using our contact form.
Financial advisory for businesses
Philippe Hottinger Advisory supports its clients in acquisitions and disposals.
Drawing on its diverse expertise and cross-sector experience, Philippe Hottinger Advisory advises its clients throughout the disposal or acquisition process:
- strategic analysis;
- business plan modelling and development, and valuation;
- drafting of the ‘information memorandum’;
- searching for and identifying targets;
- structuring the transaction;
- advice on transaction-related documentation (letter of intent, memorandum of understanding, etc.);
- assistance during negotiations and closing.
This approach can be undertaken in parallel with, or even combined with, a market transaction: an initial public offering (IPO) carried out in parallel with the search for an industrial or financial partner, a reverse takeover of a listed entity, or the acquisition of a listed shell company.
The entrepreneurial structure and financial independence of Philippe Hottinger Advisory enable it to offer its clients a high level of team involvement and completely independent advice.
Financial, wealth management and domiciliation advisory
Wealth and tax assessment
Development of a financial strategy
Selection of the best solutions, service providers and investments
Distribution of financial products
Philippe Hottinger Advisory’s mission is to promote the financial products of the Philippe Hottinger Group.