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DirectoryFinance & InsuranceExternal Asset ManagementLausanneGFG Groupe Financier de Gestion SA
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GFG Groupe Financier de Gestion SA

Summary

About the company

The core activity of GFG SA is the provision of financial services, particularly in the areas of: * Asset Management * Risk Management * Capital Markets * Private Banking * Wealth Management. The company offers holistic solutions for private individuals, family offices and institutional clients and has a team of experienced professionals in the fields of finance, asset management and risk management.

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Products & services

Industry:External Asset Management
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10
Wealth management
Wealth management for High Net Worth Individuals, with discretionary mandates, investment advice, tailored portfolio constructions and performance monitoring.
Investment advisory
Investment advisory with selection of suitable investment vehicles, portfolio structuring, assessment of risk profiles and support for investment decisions.
Portfolio construction and asset allocation
Portfolio construction and asset allocation using a top-down approach, taking into account the wealth situation, liquidity needs and risk tolerance.
Investment Solutions
Investment products and investment solutions with direct investments, funds, ETFs and structured products, including fund selection and risk assessment.
Compliance services
Compliance support for opening bank accounts, money-laundering checks and contract drafting for private clients and relationship managers.

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Location

Avenue des Toises 12
1005 Lausanne
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-356.078.381
Founded
2011 · 15 years
Last commercial register change
November 19, 2024
Employees
11 to 20

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