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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGIS Advisers SA
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GIS Advisers SA

Summary

About the company

GIS Advisers SA is an independent asset management firm providing private wealth management, investment advice and discretionary portfolio management. The firm defines global investment strategies, selects specialized external managers, implements diversified portfolios and supports structures such as Luxembourg dedicated internal funds (FID); it is authorized as an asset manager under the LEFin and subject to prudential supervision by AOOS.

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Products & services

Industry:External Asset Management
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Wealth management advisory
Advice to develop a portfolio tailored to the client’s wishes and needs, with ongoing follow-up and the integration of goals, regular income and wealth transfer.
Overall portfolio management strategy
Portfolio management strategy defining the allocation between traditional and alternative management, the split across currencies, equities, bonds and cash depending on the client’s situation.
Selection of specialized managers
Selection and allocation to specialized international managers for the day-to-day management of the portfolio’s various investment categories.
Diversification of investments
Allocation of the portfolio across 30 to 50 investment categories, with access to all types of investments conceivable worldwide.
Flexible and discretionary management
Management that can be adjusted at any time according to the asset allocation and the decisions between managers, with daily liquidity and adaptation to market conditions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle510
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Rue Adrien-Lachenal 20
1207 Geneva
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.181.702
Founded
2003 · 23 years
Last commercial register change
January 31, 2025
Employees
1 to 10

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