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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGENVIL Wealth management and Consulting SA
GENVIL Wealth management and Consulting SA Logo
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GENVIL Wealth management and Consulting SA

Summary

About the company

The core activity of GENVIL Wealth Management & Consulting S.A. is wealth management and consulting for private and institutional clients, including the development of investment strategies, portfolio management, risk management and compliance services.

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Industry:
External Asset Management
✓ Offered6
Wealth management for private clients
Services for private clients including discretionary management, advisory mandate, portfolio construction, wealth engineering, reporting and consolidation.
Discretionary portfolio management
Portfolio management mandate entrusted to the management team, with asset allocation, investment selection and adjustments according to the markets.
Advisory mandate
Daily monitoring of the portfolio with recommendations on asset allocation, portfolio structure and security selection, subject to the client’s approval.
Portfolio construction
Construction of portfolios according to the risk profile, investment horizon and performance objectives, with funds, direct lines, ETFs and structured products.
Wealth engineering
Structuring and optimisation of the wealth to meet long-term financial goals within the investment process.
Press

Media

October 16, 2024Media
François Savary prend la tête de sa propre société de gestion de fortune
agefi.com

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Location

Rue Claudine-LEVET 7
1201 Geneva
Opening hours
Mon
08:00 - 12:00, 14:00 - 17:30
Tue
08:00 - 12:00, 14:00 - 17:30
Wed
08:00 - 12:00, 14:00 - 17:30
Thu
08:00 - 12:00, 14:00 - 17:30
Fri
08:00 - 12:00, 14:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-423.034.147
Founded
2024 · 2 years
Last commercial register change
December 30, 2025
Employees
1 to 10

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