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DirectoryFinance & InsuranceExternal Asset ManagementMorgesMeylan Finance Sàrl
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Verified· 3 sources

Meylan Finance Sàrl

Summary

About the company

Meylan Finance is an independent asset manager specializing in private wealth management. The company's core activity is to provide financial services, including: portfolio management, global financial advisory, comprehensive portfolio analysis, wealth planning, investment selection, financing, and estate execution. The company offers its clients individual and independent advice on managing their assets, focusing on a sustainable and socially responsible investment strategy.

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Products & services

Industry:External Asset Management
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Comprehensive financial guidance
Comprehensive financial guidance, defining investment guidelines, tailored advice, guidance on the scope of action according to the client’s needs, and a custom strategy.
Discretionary portfolio management
Strategic investment decisions, access to placements reserved for accredited investors, and complete, objective information.
Support for portfolio management
Support for portfolio management, personalised service, discretion, no conflict of interest, a network of experts and distribution, and straightforward investment solutions with daily liquidity.
Comprehensive portfolio analysis
Comprehensive portfolio analysis, identification of overlapping risk factors, assessment of liquidity requirements and determination of an appropriate time horizon.
Selection of investment solutions
Selection of investments based on the structure of commitments, the security of investments, adequate diversification and the foreseeable need for liquidity.
Financing search
Introduction to suitable credit institutions and support during financing negotiations.
Execution of a will
Execution of a will covering the financial, tax and legal aspects of an estate, mediation between beneficiaries and adherence to the last wishes.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin de Tolochenaz 1
1110 Morges
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-271.589.777
Founded
2013 · 13 years
Last commercial register change
March 31, 2026
Employees
1 to 10

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