ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Partner program
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,837 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaAgence Suisse Du Patrimoine SA
Agence Suisse Du Patrimoine SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Agence Suisse du Patrimoine is the consulting and management of assets for private individuals, particularly entrepreneurs, executives, freelancers and their families. The services include, among others: asset management and structuring, international tax consulting, retirement planning, financial planning and consulting, and diversification of assets. The company offers a comprehensive range of services to optimize, secure and increase the assets of its clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
4.1/5

Agence Suisse Du Patrimoine SA

✓ Offered
5
Wealth structuring advisory
Advisory on structuring and organising wealth, with a legal and tax approach, optimised transmission of capital, family governance and support on family, professional, wealth and tax matters.
International wealth management advisory
Advisory for non-residents, impatriates and expatriates, adapting wealth management to the family and tax context, structuring assets, transfers of residence and international wealth planning.
Retirement planning for international careers
Preparation for retirement, Swiss and French pension solutions, estimation of entitlements, withdrawals from the 2nd and 3rd pillars, reinvestment of capital and international tax planning.
Financial management advisory
Prudent, balanced or dynamic portfolio management, multi-supports and multi-assets, with selection and regular revaluation of bonds, equities, real estate, alternatives and commodities.
Diversification advisory
Wealth diversification via unlisted solutions, using private equity, private debt, real assets and real estate, in particular through club deals and selected investments.
Trust & reputation

ranQ Trust Score of Agence Suisse Du Patrimoine SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Agence Suisse Du Patrimoine SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Agence Suisse Du Patrimoine SA scores 76.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.70.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Agence Suisse Du Patrimoine SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Agence Suisse Du Patrimoine SA scores 9.1 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.9.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Agence Suisse Du Patrimoine SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

No knowledge articles yet

Once Agence Suisse Du Patrimoine SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Agence Suisse Du Patrimoine SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Agence Suisse Du Patrimoine SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Agence Suisse Du Patrimoine SA to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Rue Rodolphe-Toepffer 8
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-198.664.342
Founded
2020 · 6 years
Last commercial register change
February 21, 2022
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
  • Full methodology

    Similar companies

    PP
    PC&M PRIVATE CONSULTING AND MANAGEMENT SA
    Geneva
    1F
    1875 Finance SA
    Geneva
    AC
    Agora Capital SA
    Geneva
    AF
    Alma Family Office Sàrl
    Collonge-Bellerive
    AI
    Aquila Invest Geneva SA
    Geneva
    CP
    Clarity Partners SA
    Geneva
    GU
    GORDION UPSIDE Wealth Management SA
    Geneva
    IS
    Ingenuity-FO Sàrl
    Geneva