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DirectoryFinance & InsuranceExternal Asset ManagementGenevaBBGI Wealth Advisors SA
BBGI Wealth Advisors SA Logo
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BBGI Wealth Advisors SA

Summary

About the company

BBGI Wealth Advisors SA provides wealth management and investment advisory services as well as fund management and index products. It serves institutional and private investors and publishes financial analysis, investment strategies and research to support portfolio decisions.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered11
Vermögensverwaltung for private clients
Discretionary management mandates and investment advisory services, supplemented by tax, legal and real-estate solutions, as well as selection of the custodian bank and family-office support.
Family Office
Personalised advisory services and comprehensive support for structuring, management, monitoring and optimisation of assets; valuation, financing, structuring and governance, as well as administration.
Asset management for institutional investors
Advisory and management of pension fund assets, support for foundation boards, development of investment strategy, portfolio monitoring and risk management.
Diversified Management
Management of diversified institutional and private mandates, 0–100% strategies, active asset allocation and best-in-class strategies.
Best-in-class Selection
Selection of the best products per category based on risk–return analysis, transparency, proximity to fund managers and long-term performance.
Risk Management
Risk management across individual or all assets, analysis of market, allocation and currency risks, as well as overlay solutions.
Proxy voting
Analysis and voting recommendations, definition of procedures, transfer of voting rights under conditions, and communication to policyholders.
Investment funds
Investment funds for Swiss and international equities, commodities, alternative energy, gold mining and physical gold.
Real Estate Services
Real-estate-related solutions for direct investments and investment funds in Switzerland and abroad, including geographical and sectoral allocation.
Currency overlay mandates
Currency risk management as a stand-alone mandate to control foreign-currency risks within investment portfolios.
SRI
Sustainability approaches for different asset classes, taking into account Sustainable Development and ESG-oriented indices.
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Location

Place de Longemalle 1
1204 Geneva
Opening hours
Mon
08:00 - 18:30
Tue
08:00 - 18:30
Wed
08:00 - 18:30
Thu
08:00 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.992.335
Founded
2007 · 19 years
Last commercial register change
August 9, 2021
Employees
1 to 10

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