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DirectoryFinance & InsuranceExternal Asset ManagementGenevaADDVISION WEALTH MANAGEMENT SA
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ADDVISION WEALTH MANAGEMENT SA

Summary

About the company

The core activity of Addvision Wealth Management SA is wealth management for private clients, particularly the management of assets and the provision of services in the field of investment advice and management. The company offers tailored wealth management solutions that are adapted to the individual financial goals and profiles of its clients.

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Offering

Products & services

Industry:External Asset Management
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Wealth management
Tailored portfolio management, personalized allocation based on the risk profile, investment strategy, selection of transparent instruments, and ongoing monitoring of investments.
Family office
Family office services for managing private affairs and assets, consolidation of financial assets, selection of banks and asset managers, administrative follow-up, and consolidated reporting.
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Location

Cours de Rive 5
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-111.690.550
Founded
2004 · 22 years
Last commercial register change
July 17, 2026
Employees
11 to 20

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