The core activity of Gestaia Finance is wealth management (Gestion de fortune) with a focus on investment operations. The company does not offer transactional services such as transfers or withdrawals, but rather focuses on managing investments for its clients.
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Industry:External Asset Management
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Discretionary management mandate
Management of assets deposited with the bank selected by the client, including assessment of the investment profile, order transmission and allocation by fixed income, income, balanced or growth.
Customised mandate
Asset management tailored to requirements where specific constraints prevent discretionary management, with weighting by asset class, sector restrictions or thematic bias.
Private Equity
Mobile and real-estate private equity projects, via direct participation, indirect participation through investment funds or pre-IPO.
Set-up of legal structures
Set-up of legal structures for acquisitions of equity interests, investment projects in movable or real estate assets, infrastructure, energy and commodities projects.
Project study and monitoring
Project studies from the legal and financial perspective, with monitoring, for transactions desired by the client.
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