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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGeneva Asset & Wealth Management SA
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Geneva Asset & Wealth Management SA

Summary

About the company

The core activity of Geneva Asset & Wealth Management SA is wealth management and investment for private individuals and families. The company offers tailored investment strategies, wealth management, family office services and other financial services to preserve and grow its clients' assets.

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Products & services

Industry:External Asset Management
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Wealth Management
Wealth planning and structuring with an individual profile analysis, risk tolerance, investment horizon and cash-flow needs to align with personal or family goals.
Asset Management
Portfolio management based on the client profile with direct investments in equities and bonds, specialized investment products, and the inclusion of real estate, alternative investments and structured products.
Family Office
Advisory and coordination services for wealth and family, including succession planning, family governance, business-development advisory, lifestyle management and philanthropic activities.
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Secure profile

Location

Rue du Marché 18
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-100.863.148
Founded
2001 · 25 years
Last commercial register change
September 25, 2026
Employees
11 to 20

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