Wealth management, investment advice, any financial advice, buying, holding and selling securities for its own account or for the account of third parties, excluding participations in non-listed companies with a real estate purpose and excluding operations prohibited by the LFAIE. Furthermore, it may carry out all commercial, financial or securities transactions directly or indirectly related to its purpose.
Commercial register, canton of VD·As of February 17, 2026View on Zefix
Offering
Products & services
Industry:External Asset Management
✓ Offered2
Discretionary asset management
Asset management mandates with power of attorney to manage the account according to the agreed strategy, regular portfolio reports, and meetings with the relationship manager.
Advisory asset management
Advisory mandates for active investors with access to research, investment ideas and recommendations; the final decision remains with the client and each transaction is confirmed.
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