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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGGd PATRIMOINES PRIVÉS SA
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GGd PATRIMOINES PRIVÉS SA

Summary

About the company

The company GGd offers wealth management services to ultra-high-net-worth (UHNW) private clients. The core activities include: Wealth Management: investment advice, portfolio consolidation and management; Risk Management: analysis and minimization of trading risks, compliance with Swiss regulations and financial best practices; Family Office Services: independent wealth management, portfolio reporting, tax optimization, estate planning and compliance consulting; Investment Advice: tailored investment solutions for private clients. The company is registered as a financial intermediary with the FINMA (Swiss Financial Market Supervisory Authority) and is subject to Swiss laws and regulations.

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Products & services

Industry:External Asset Management
✓ Offered9
Wealth management
Independent wealth management, tailored solutions to preserve, grow and optimise assets; advisory mandates, discretionary mandate, consolidation and comparison of banks.
Investment advisory
Independent investment advisory, portfolio analysis, investment recommendations, best execution of orders and targeting tax-efficient opportunities.
Discretionary mandate
Discretionary mandate including investment advisory services, reallocation and recalibration of the portfolio according to the client's objectives and risk profile.
Family Office
Family office services for UHNW clients, with wealth expertise, client protection, compliance, succession planning, tax optimisation and risk management.
Portfolio reporting
Portfolio reporting and consolidation, with independent analysis, comparison of banking services and monitoring of assets.

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Location

Rue du Mont-Blanc 4
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-115.492.954
Founded
2010 · 16 years
Last commercial register change
June 23, 2023
Employees
1 to 10

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