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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGALEO SA
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GALEO SA

Summary

About the company

The company Galeo offers wealth management services, particularly the monitoring and management of financial and non-financial assets for private clients and families with high net worth. The core activities include: monitoring and analysis of assets, including stocks, bonds, funds, alternative investments, and non-financial assets such as art, real estate, yachts, and wine; creation of monthly reports and alerts as needed; coordination and centralization of information between clients, banks, investment advisors, and other stakeholders; provision of a digital platform for the management and monitoring of assets; and independent advice and monitoring of asset management mandates and strategies. Galeo positions itself as an independent and trustworthy partner for the wealth management of high-net-worth individuals and families.

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Products & services

Industry:External Asset Management
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Wealth Monitoring and Reporting
Wealth monitoring for financial and non-financial assets, with consolidated analysis, reporting, cash flow visibility, alerts and historical onboarding of holdings and valuations.
Independent Wealth Coordination
Independent coordination of banks, asset managers, lawyers, accountants, trustees and other advisers to align complex wealth structures efficiently.
Digital Wealth Platform
Digital platform for secure connection to assets and the team, with central access to information and full overview of wealth.
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Location

Boulevard Georges-Favon 19
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-101.161.273
Founded
1999 · 27 years
Last commercial register change
November 5, 2021
Employees
1 to 10

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