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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaGlobal Wealth Advisors & Associés SA
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Global Wealth Advisors & Associés SA

Summary

About the company

The core activity of Global Wealth Advisors & Associés S.A. consists of providing independent wealth management and private banking services to private and institutional clients, particularly in Western Europe. The services include the development of investment strategies, advising on mergers and acquisitions, managing assets for family-owned businesses, as well as providing risk and compliance services.

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External Asset Management
✓ Offered4
External wealth management
Discretionary and advisory mandates for private clients, families and entrepreneurs; portfolio management, asset allocation, risk calibration, monitoring and reporting.
Family office & planning
Coordination for complex family situations; family governance, succession and wealth planning, administrative coordination with custodians, documentation and consolidated reporting.
Corporate & advisory
Strategic advisory for entrepreneurs and companies; support for M&A, corporate structuring, fundraising, independent valuations and fairness opinions on Bastillon Corporate Finance S.A..
Investment advisory
Advisory mandates with research, investment ideas and risk analysis; the client remains the decision-maker, while portfolios are supported according to the brief, risk profile and investment objectives.
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Location

Rue Saint-Léger 2BIS
1205 Geneva

At a glance

Legal form
Corporation
UID
CHE-324.848.867
Founded
2023 · 3 years
Last commercial register change
August 10, 2026
Employees
1 to 10

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