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DirectoryFinance & InsuranceExternal Asset ManagementFribourgCEP SA Gestion de Fortune
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CEP SA Gestion de Fortune

Summary

About the company

The core activity of CEP Gestion de fortune is wealth management, including services such as wealth management, financial planning and global advisory. The company provides individual financial consulting and wealth management to support clients in achieving their financial goals.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered3
Wealth management
Discretionary wealth management and investment consulting, with analysis of the financial situation, risk management, and tailored recommendations.
Financial planning
Tailored financial planning, with assessment of the wealth situation, an overall strategy, optimisation of savings, retirement preparation, and tax considerations.
Comprehensive advice
Comprehensive advice for financial goals, assets, and investment decisions, with personal support and in-depth analyses.
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Location

Route des Bonnesfontaines 16
1700 Fribourg

At a glance

Legal form
Corporation
UID
CHE-100.227.449
Founded
1999 · 27 years
Last commercial register change
July 8, 2026
Employees
1 to 10

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