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DirectoryFinance & InsuranceExternal Asset ManagementGenevaBalboa Asset Management SA
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Balboa Asset Management SA

Summary

About the company

Balboa Asset Management SA is an asset management company dedicated to managing financial assets and providing wealth management advice. It offers discretionary mandates—managing client accounts according to agreed risk profiles—and advisory mandates that deliver investment ideas while clients retain final decision; the firm works with banks including UBS, Pictet and Julius Baer.

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Discretionary asset management
Discretionary management of assets according to the defined risk profile, with delegated investment management and ongoing communication with the client.
Advisory mandate
Advisory mandate with investment ideas tailored to the risk profile, final decision left to the client and documentation required as supporting evidence.
Financial asset management
Management of financial assets, capital placement, wealth management and support for financial transactions, with a long-term strategy.
Wealth advisory and real estate investments
Wealth advisory and support via local partners, in particular for wealth advisory and real estate investments.

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Location

Rue du Vieux-Collège 10 bis
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-112.292.525
Founded
2005 · 21 years
Last commercial register change
December 9, 2024
Employees
1 to 10

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