Fransad Gestion SA is an independent wealth manager that advises private clients and entrepreneurs on investment and patrimony management. Its services include customised discretionary and advisory mandates, actively managed certificates, and dedicated investment, risk and compliance capabilities, operating with an open multi‑custodian architecture and holding FINMA authorization for wealth management.
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Industry:External Asset Management
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Discretionary management of portfolios, including definition of the risk profile, selection of investments, continuous monitoring and reporting according to the desired frequency.
Advisory mandate
Investment advice for professional clients, including recommendations on asset allocation and portfolio structuring, with execution of stock exchange orders by the firm.
Investment advice and wealth strategy
Development of tailored strategies according to wealth objectives, integrating tax and legal considerations as well as risk appetite.
Portfolio and asset management
Management of assets and portfolios to meet objectives for preserving and growing wealth, with administrative and regulatory follow-up.
Tailored investment solutions
Personalised investment solutions according to wealth objectives, taking into account tax and legal considerations and an open architecture.
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