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DirectoryFinance & InsuranceExternal Asset ManagementGenevaFORTUNE FINANCIAL STRATEGIES SA
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FORTUNE FINANCIAL STRATEGIES SA

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.

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Products & services

Industry:External Asset Management
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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.

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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

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