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DirectoryFinance & InsuranceExternal Asset ManagementGenevaCEFISA Associés SA
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CEFISA Associés SA

Summary

About the company

The core activity of CEFISA is wealth management for private clients, particularly the individual and tailored management of assets.

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Products & services

Industry:External Asset Management
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Tailored wealth management
Customised portfolio management tailored to the client’s situation, goals and risk aversion, with definition of the investment profile and dynamic, flexible management.
Wealth advisory
Advice on personal assets and a holistic approach to wealth, with support for estates, acquisitions, relocation, selection of banking services and consolidation of portfolios.
Supplementary wealth management services
Supplementary services for a holistic approach to assets, provided directly or via independent experts and a network of custodian banks.
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Location

Rue Michel-Chauvet 11
1208 Geneva

At a glance

Legal form
Corporation
UID
CHE-110.470.129
Founded
2004 · 22 years
Last commercial register change
April 18, 2024
Employees
1 to 10

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