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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,837 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaFORTUNE FINANCIAL STRATEGIES SA
FORTUNE FINANCIAL STRATEGIES SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core business of Fortune Financial Strategies is wealth management and asset management. The company offers individual wealth management services for private clients and institutions, including asset management, investment advice and risk management. It combines the functions of a family office and an asset management company, offering a wide range of financial products and services.

AI-generated
Offering

Products & services

Industry:External Asset Management
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4.1/5

FORTUNE FINANCIAL STRATEGIES SA

Funds & Investment Companies
✓ Offered10
Wealth Management
Wealth management with Supervisory, Advisory and Discretionary mandates, including portfolio monitoring, investment advice, risk analysis and best execution.
Family Office Services
Family office services for affluent families, with individual support, succession planning, wealth consolidation and coordination of banking relationships.
Investment Management
Investment management services with portfolio strategies, investment objectives and risk profiles, as well as ongoing monitoring of mandates and trading processes.
Investment Advisory
Investment advice tailored to individual preferences and risk profiles, with portfolio strategies, trade ideas and bespoke portfolio strategies.
Portfolio Management
Discretionary portfolio management based on investment objectives and risk profiles, with administration of fiduciary assets and ongoing trading control.
Investment Monitoring and Reporting
Monitoring of accounts and assets, general feedback, comprehensive reporting and an overall view of the wealth situation.
Succession and Wealth Planning
Succession planning and cross-generational transfer of wealth with tailored strategies for sustainable structuring of assets.
Wealth Consolidation
Consolidation services with strict monitoring, analysis and reporting of assets across different financial institutions.
Account Opening and Bank Fee Negotiations
Global account opening, negotiation of institutional fee schedules and ongoing monitoring of the bank s compliance with agreed terms.
Concierge Services
Concierge services for bill payments, travel, credit cards, insurance, as well as searching, buying, maintaining and selling real estate.
Trust & reputation

ranQ Trust Score of FORTUNE FINANCIAL STRATEGIES SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

FORTUNE FINANCIAL STRATEGIES SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
FORTUNE FINANCIAL STRATEGIES SA scores 92.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
FORTUNE FINANCIAL STRATEGIES SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
FORTUNE FINANCIAL STRATEGIES SA scores 20.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.20.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

FORTUNE FINANCIAL STRATEGIES SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Rue de Contamines 16
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-113.553.326
Founded
2007 · 19 years
Last commercial register change
March 6, 2025
Employees
21 to 50
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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