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DirectoryFinance & InsuranceFinancial ServicesGenevaBeveziers Finance SA
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Beveziers Finance SA

Summary

About the company

Beveziers Finance SA offers a wide range of financial services, including: wealth management and portfolio management, financial planning and consulting, investment consulting and management, tax planning and optimization, real estate financing and management, risk management and insurance solutions, support in finding financing and capital procurement, and strategic consulting and support in implementing business plans. The company's core activity is wealth management and financial consulting for private individuals, companies and institutions. The company provides individual solutions and services to achieve its customers' financial goals and protect and increase their assets.

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Products & services

Industry:Financial Services
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5
Wealth Management
Wealth management with portfolio management, investment advice, risk control and discretionary management; focused on tax-aware implementation and long-term asset planning.
Investment Advisory
Investment advisory for families, entrepreneurs and other client groups, including needs assessment, strategy development, selection of suitable financial solutions and support with investment decisions.
Tax Optimisation
Tax optimisation for assets and investments, focusing on suitable structures, reducing unnecessary taxes and considering after-tax returns.
Portfolio Management
Portfolio management for investment portfolios with capital preservation, return objectives, risk management and construction of structured portfolios according to an individual investment plan.
Investment Research
Investment research to identify opportunities, assess challenges and support advisers with analysis and investment strategy.
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Location

Quai du Mont-Blanc 1
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-261.971.359
Founded
2013 · 13 years
Last commercial register change
December 1, 2021
Employees
1 to 10

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