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DirectoryFinance & InsuranceExternal Asset ManagementGenevaDENARIUS CONSEILS & GESTION SA
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DENARIUS CONSEILS & GESTION SA

Summary

About the company

The core activity of Denarius Conseils & Gestion SA is investment consulting and wealth management for private families and investors, including portfolio management, fund selection, wealth reporting and cost analysis. The company also offers specialized services such as risk management, overlay strategies and family office services.

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Products & services

Industry:External Asset ManagementFunds & Investment Companies
✓ Offered3
Portfolio management
Portfolio management, selection of external fund managers and risk managers, dynamic asset allocation, portfolio adjustments and overlay strategies for currencies, equities and rates.
Consolidated Reporting
Consolidated reporting of family assets, showing total asset value on a quarterly or monthly basis using market prices and exchange rates.
Cost Analysis
Cost analysis of investor expenses, identifying the main cost items actually paid and improving visibility on portfolio-related charges.

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Location

Quai Gustave-Ador 50
1207 Geneva

At a glance

Legal form
Corporation
UID
CHE-113.279.295
Founded
2006 · 20 years
Last commercial register change
May 13, 2026
Employees
1 to 10

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