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DirectoryFinance & InsuranceExternal Asset ManagementGenevaFORTUNE FINANCIAL STRATEGIES SA
FORTUNE FINANCIAL STRATEGIES SA Logo
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FORTUNE FINANCIAL STRATEGIES SA

Summary

About the company

The core business of Fortune Financial Strategies is wealth management and asset management. The company offers individual wealth management services for private clients and institutions, including asset management, investment advice and risk management. It combines the functions of a family office and an asset management company, offering a wide range of financial products and services.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered10
Wealth Management
Wealth management with Supervisory, Advisory and Discretionary mandates, including portfolio monitoring, investment advice, risk analysis and best execution.
Family Office Services
Family office services for affluent families, with individual support, succession planning, wealth consolidation and coordination of banking relationships.
Investment Management
Investment management services with portfolio strategies, investment objectives and risk profiles, as well as ongoing monitoring of mandates and trading processes.
Investment Advisory
Investment advice tailored to individual preferences and risk profiles, with portfolio strategies, trade ideas and bespoke portfolio strategies.
Portfolio Management
Discretionary portfolio management based on investment objectives and risk profiles, with administration of fiduciary assets and ongoing trading control.
Investment Monitoring and Reporting
Monitoring of accounts and assets, general feedback, comprehensive reporting and an overall view of the wealth situation.
Succession and Wealth Planning
Succession planning and cross-generational transfer of wealth with tailored strategies for sustainable structuring of assets.
Wealth Consolidation
Consolidation services with strict monitoring, analysis and reporting of assets across different financial institutions.
Account Opening and Bank Fee Negotiations
Global account opening, negotiation of institutional fee schedules and ongoing monitoring of the bank s compliance with agreed terms.
Concierge Services
Concierge services for bill payments, travel, credit cards, insurance, as well as searching, buying, maintaining and selling real estate.
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Location

Rue de Contamines 16
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-113.553.326
Founded
2007 · 19 years
Last commercial register change
March 6, 2025
Employees
21 to 50

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