Fininvesta Sàrl provides wealth management, wealth planning and financial advisory services. The firm is part of the Groupe Octogone and benefits from the group's services and resources; it also holds a FINMA licence.
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Industry:External Asset Management
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Wealth management for discretionary or advisory mandates, with needs analysis, definition of the risk profile, portfolio construction and continuous monitoring.
Family Office
Family Office for the preservation, growth and transfer of wealth, in collaboration with notaries, lawyers and certified accountants.
Institutional investors
Services dedicated to institutional investors, integrated into the wealth management and investment solutions offered on the Geneva page.
Fund selection
Fund selection and individual securities within the scope of investment solutions and portfolio construction.
Tailor-made services and products
à la carte investment services and products, tailored to the risk profile and the needs defined with the client.
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