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DirectoryFinance & InsuranceExternal Asset ManagementGenevaCoges Corraterie Gestion SA
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Coges Corraterie Gestion SA

Summary

About the company

The core activity of Coges Corraterie Gestion SA is wealth management for private individuals and families, including services such as investment advice, asset management, succession planning, financial planning, pension planning and risk management.

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Industry:
External Asset Management
Funds & Investment Companies
✓ Offered6
Wealth management
Personalised, independent and diversified wealth management under a discretionary mandate and/or advisory mandate, with management of financial assets and access to partner banking services.
Investments
Long-term investments, flexible asset allocation, selection of individual securities or collective instruments, with risk management and transparent decision-making process.
Multi-family office
Family office mandate and engagement letter, coordination with lawyers, notaries, trustees and bankers, wealth structuring, family governance and philanthropic projects.
Financial planning
Wealth and financial analysis, formalisation of needs and constraints, retirement planning, portfolio construction and coherent asset allocation.
Occupational & private pension planning
Advice on pension planning, selection of the management profile, optimisation of pension placements and support for employees, entrepreneurs and retirees.
Press

Media

July 10, 2018Media
Rapprochement à taille humaine
allnews.ch

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Location

Rue du Rhône 65
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-103.161.137
Founded
1969 · 57 years
Last commercial register change
July 21, 2026
Employees
21 to 50

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