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DirectoryFinance & InsuranceFinancial ServicesGenevaCONCORDE WEALTH MANAGEMENT S.A.
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CONCORDE WEALTH MANAGEMENT S.A.

Summary

About the company

The core activity of Concorde Wealth Management SA encompasses trust and corporate services, including: wealth management and structuring, asset protection and wealth safeguarding, corporate and tax structuring, succession planning and privacy, regular compliance services, opening of bank accounts in Switzerland and worldwide, and advisory services for entrepreneurs and family-owned businesses. The company offers these services to both private clients and institutional clients, such as family offices, asset managers, and independent fund managers.

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Products & services

Industry:Financial Services
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Trust & companies
Trusts, companies and other tax-optimised, confidential structures; trustee services in Switzerland as well as structuring and management of assets.
Asset protection
Asset protection, selecting the optimal tax domicile and cybersecurity for family and business activities; protection of assets and structuring.
Entrepreneur services & advice
Advisory on banking relationships and the opening of personal and corporate accounts; support for business activities and cross-border transactions.
Swiss services for wealth sector intermediaries
Services in Switzerland for institutions, fund groups, wealth managers and other intermediaries; support for professional players in the wealth sector.

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Location

Rue Ferdinand-Hodler 17
1207 Geneva

At a glance

Legal form
Corporation
UID
CHE-485.588.265
Founded
2019 · 7 years
Last commercial register change
May 29, 2026
Employees
11 to 20

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