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DirectoryFinance & InsuranceExternal Asset ManagementGenevaCitadel Finance SA
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Citadel Finance SA

Summary

About the company

The core activity of Citadel Finance SA is wealth management (Gestion de fortune) and Family Office services, including investment advice, wealth management, risk management and support for clients during significant life events. The company also offers specialized services such as fund management and the selection of experts for specific investment areas.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management mandates tailored to the risk profile, investment horizon and the client’s preferences; customised portfolio, open multi-manager architecture, diversification and rigorous monitoring.
Family Office
Personalised coordination and assistance service: access to a network of lawyers, tax advisers, doctors, real estate specialists, schools and insurers; administrative tasks, payments, contracts, taxes and appointments.

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Location

Avenue de Champel 75-77
1206 Geneva
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-104.844.581
Founded
1998 · 28 years
Last commercial register change
April 12, 2024
Employees
21 to 50

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