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Management Dashboard
The Management Dashboard is an extraordinary tool developed to access and manage your universe of portfolios.
Our Management Dashboard allows you to sort your portfolios by currency, strategy, custodian or indeed any other criteria that you have available. It assists in the identifying of discrepancies and the realigning of allocations.
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Our latest News
See allKestrel Wealth Management and Kestrel Trust have the joy and privilege of announcing its sponsorship of the 4th edition of the Concerts Culinaires which will be held on Sunday 7th September 2025 in Vevey and Chardonne.
This event, unique in its genre, brings together music and local gastronomy and reflects values that also drive our companies: attention to detail, passion in what we do and creating a suitable forum for the exchange of ideas.
The program is as follows: an exceptional performance by LadyVa, the world renowned Boogie-Woogie, Blues and Jazz pianist, a wine paired aperitif experience followed by a gastronomical meal at À la Demi-Lune, prepared by Chardonne’s seminal chef Philippe Verdan.
Information and box office: https://concertsculinaires.ch
At Kestrel Wealth Management and Kestrel Trust we pride ourselves in providing support and services to those whom wish to invest, be it for a lifelong project, wealth transmission or philanthropy. We are therefore extremely proud to sponsor the Concerts Culinaires, an event that champions culture, inter-generational links and our magnificent terroir.
We are delighted and proud to announce that Kestrel Wealth Management has embarked on a new chapter in its history with the complete revamp of its branding, corporate materials and website. This evolution marks a significant step forward in our quest for excellence, reflecting our commitment to innovation and to the quality of service we offer our clients.
The redesign of our visual identity represents more than just an aesthetic change. It embodies our vision, our dynamism and our determination to mould our services to the evolving needs of our clients in an increasingly complex environment. The new identity is the result of much work and reflection and was conceived and carried out in collaboration with Inox Communication, expert branding and brand strategists. It is aligned with our desire to always anticipate the expectations of the market and of our clients and to offer our clients advanced, made to measure wealth management solutions.
We invite you to discover our new visual identity here: https://www.kestrelwealth.ch/