The core activity of Convergence SA is independent wealth management for private clients, including investment advice, asset management and risk management. The company offers personalized services to meet the individual needs and goals of its clients.
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Industry:External Asset Management
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Delegated portfolio management according to the client’s risk profile and ambitions, with a tailored solution and monitoring by a team of experts.
Investment advisory
Investment advice for clients who keep control over their decisions, with technical and fundamental analyses, recommendations and support in their investment choices.
Multi-family office
Personalised wealth management for families, supported by a network of experts and partners specialised in tax, mortgages, insurance and real estate.
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