Services

Property Management

Bayard provides comprehensive support to help clients manage and monitor their real estate assets.

To meet each client’s unique requirements, we offer:

  • Assistance in property search, both in Switzerland and abroad, with support throughout the entire financing process
  • Comprehensive support for all aspects of property acquisition or sale, covering both administrative and practical matters
  • Property management and administration, in collaboration with carefully selected experts

For clients who wish, we also offer rental property management services in Switzerland and abroad. This includes tenant sourcing, lease drafting, and inventory organization. We then oversee all administrative and financial aspects of the rentals, including rent collection, renovation supervision, and additional property-related services.

Lifestyle

Our “Lifestyle” services cater to our clients’ organizational needs across various areas, providing a fully personalized experience.

They include:

  • Travel planning, villa and yacht rentals
  • Management of vehicle fleets and household staff
  • Coordination of travel arrangements, transfers, and reservations
  • Implementation of insurance coverage
  • Handling of claims and reimbursement tracking
  • Management and coordination of daily tasks

Global Reporting & Consolidation

We provide clients with a comprehensive wealth consolidation service, covering both financial and non-financial assets, including real estate, private equity and art. This holistic approach allows us to perform ongoing reconciliations and verification of account and portfolio transactions, as well as position monitoring.

From this consolidation, we generate bespoke wealth reports that offer a complete view of the clients’ assets, with a focus on the performance of both financial portfolios and non-financial holdings.

Additionally, we manage the administration and oversight of non-financial investments, particularly private equity, using customized monitoring tools.

We also support clients with their art and wine investments, assisting in the acquisition and sale process, as well as coordinating insurance, transport, storage, and necessary administrative tasks. Through our extensive network of experts, we offer collection valuations and personalized advice tailored to each clients.

Administration

We provide administrative expertise to support our clients in every aspects of their lives, while ensuring compliance.

Our services include:

  • Domiciliation, accounting, and tax filing services
  • Asset restructuring services, including the establishment of companies in Switzerland and abroad
  • Support for the creation and management of Swiss law foundations, including domiciliation, as well as tax and accounting oversight
  • Recruitment and management of household staff, including expense tracking, payroll processing and insurances coverage
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