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DirectoryFinance & InsuranceExternal Asset ManagementGenevaFINANCIERE SELVI S.C.A.
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FINANCIERE SELVI S.C.A.

Summary

About the company

FINANCIERE SELVI S.C.A. is a private banking boutique providing wealth management and private banking services, including discretionary portfolio management, investment advice, securities execution and administration, foreign exchange and money‑market operations, and the setup and administration of trusts and holding structures; the firm is an authorised securities house supervised by FINMA.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
Discretionary asset management
Discretionary mandate to manage investments according to a strategy defined together, with ongoing adjustments and day-to-day wealth management.
Investment advice
Global or one-off advice for recommendations on the portfolio or a targeted need, with the final decision left to the client.
Securities trading and administration
Execution of securities instructions without a specific prior mandate, with negotiation and administration of the securities based on the client's decisions.
Foreign exchange and money market
Spot and forward foreign exchange operations, as well as placements on the money market with selection of counterparties.
Creation and administration of trusts
Structuring, advice and trustee role to organise assets and their transfer according to the client's needs.
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Secure profile

Location

Rue du Grütli 4
1204 Geneva

At a glance

Legal form
Corporation with unlimited partners
UID
CHE-114.331.691
Founded
2008 · 18 years
Last commercial register change
July 11, 2024
Employees
11 to 20

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