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DirectoryFinance & InsuranceExternal Asset ManagementSionSwiss Symphony Wealth Advisor & Private Office SA
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Swiss Symphony Wealth Advisor & Private Office SA

Summary

About the company

Swiss Symphony Wealth Advisor & Private Office SA is an asset management company. It provides services in asset management, family office support, tax planning, succession consulting, real estate, credit negotiation and company administration.

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Offering

Products & services

Industry:External Asset Management
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Wealth management
Customized wealth management, flexible and independent of custody banks; asset allocation, selection of investment vehicles, tax, estate and marital analysis, consolidated reporting.
Family Office
Family Office services for wealthy families, legal, tax, accounting and estate advisory, coordination and supervision of activities, personalised support and regular reports.
Company administration
Support for administrative and financial management, secretarial services, registered office provision, support in the composition of the board of directors and redefining responsibilities and independence rules.
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

Avenue de la Gare 29
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-113.976.879
Founded
2007 · 19 years
Last commercial register change
August 25, 2023
Employees
21 to 50

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