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DirectoryFinance & InsuranceExternal Asset ManagementGenevaFransad Gestion SA
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Fransad Gestion SA

Summary

About the company

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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Products & services

Industry:External Asset Management
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8
Discretionary wealth management
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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Location

Place de l'Université 7
1205 Geneva
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.832.220
Founded
2009 · 17 years
Last commercial register change
July 13, 2026
Employees
21 to 50

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