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DirectoryFinance & InsuranceExternal Asset ManagementFounexCONSTANTINO FINANCIAL GROUP SA
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CONSTANTINO FINANCIAL GROUP SA

Summary

About the company

CONSTANTINO FINANCIAL GROUP SA provides independent wealth management, offering bespoke asset management and portfolio architecture for high-net-worth clients. Services include advisory partnership, structural efficiency reviews, multi‑generational wealth and estate planning, and coordinated execution with legal, tax and fiduciary partners; the firm is authorised by FINMA.

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Products & services

Industry:External Asset Management
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Asset Management
Tailored portfolios, structural efficiency, advisory partnership and portfolio construction using equities, bonds, funds, hedge funds, private equity, real estate, options, swaps and currency hedging.
Wealth Planning
Succession, estate planning and asset protection; family legacy planning, trusts, foundations, private entities, next-generation stewardship, family governance and philanthropic strategy.

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Location

Grand'Rue 38 a
1297 Founex

At a glance

Legal form
Corporation
UID
CHE-164.185.776
Founded
2024 · 2 years
Last commercial register change
April 16, 2024
Employees
1 to 10

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