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DirectoryFinance & InsuranceExternal Asset ManagementGenevaElite Asset Management SA
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Elite Asset Management SA

Summary

About the company

The core activity of Elite Asset Management is independent wealth management for institutional and private clients. This includes the management of pension capital and private assets through the application of standardized or customized investment strategies based on active asset class management and the use of mainly passive financial products. In addition, the company offers expertise in pension consulting with permanent risk management and access to the best investment vehicles while optimizing product costs.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered5
Independent wealth management
Management of pension capital and private assets, with standardized or tailor-made mandates, institutional strategies and ongoing portfolio monitoring.
Retirement planning (Elite Fondations)
EAM OPP2 mandates and retirement solutions via Elite Fondation de prévoyance, Elite Fondation 1e and Elite Fondation de libre passage, with standardized or tailor-made strategies.
Occupational pension (Groupe Mutuel)
Optima Pension and OPTIMA 30 strategy, with tailor-made pension provision for companies, a flexible plan, advantageous risk premiums and transparent institutional management.
Private banking
EAM mandates for private clients, with standardized or tailor-made strategies, personalized follow-up, ongoing portfolio monitoring and risk-level supervision.
B2B advisory mandates for third-party managers
B2B EAM advisory mandates providing access to the Elite Fondations offering, with the possibility to take part in management and simplified administrative processes.

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Location

Rue du Mont-Blanc 14
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-207.910.128
Founded
2019 · 7 years
Last commercial register change
July 21, 2025
Employees
11 to 20

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