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DirectoryFinance & InsuranceExternal Asset ManagementSionEthos Gestion de Patrimoine Sàrl
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Ethos Gestion de Patrimoine Sàrl

Summary

About the company

Ethos Gestion de Patrimoine Sàrl is an independent wealth management firm offering discretionary portfolio management and advisory mandates, and coordinating the selection and supervision of custody banks. Services include tailor-made investment strategies, oversight of costs and fees, consideration of tax and succession issues, and allocation of any retrocessions to clients.

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Industry:External Asset Management
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Wealth management
Tailored wealth management, in-depth analysis of the financial, professional and family situation, consideration of tax and inheritance matters, definition of the risk profile and objectives.
Advisory mandate
Investment advisory mandate, support with strategic and tactical decisions, continuous monitoring of the portfolio, thematic research, tax optimisation and banking-fee optimisation.
Management mandate
Discretionary management mandate, tailor-made implementation of a portfolio strategy, depending on the time, experience and level of involvement the client wishes in the management.
Selection of custodian banks
Free choice of the custodian bank, collaboration with top-tier banks, search for preferential terms, supervision of service quality and transparency of costs.
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Location

Espace des Remparts 21
1950 Sion

At a glance

Legal form
Limited Liability Company
UID
CHE-385.127.722
Founded
2016 · 10 years
Last commercial register change
August 30, 2022
Employees
1 to 10

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