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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGlobalView Advisory Sàrl
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GlobalView Advisory Sàrl

Summary

About the company

The core activity of GlobalView Investment SA is the provision of services in the field of investment management, particularly wealth management for high net worth private clients in Europe and the Middle East. The company offers discretionary global wealth management and focuses on achieving above-average returns while minimizing risk. In addition, GlobalView also provides family office services.

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Industry:External Asset Management
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Wealth management
Discretionary portfolio management for affluent private clients, with individual asset allocation, ongoing monitoring, and selection of external investment instruments across different asset classes.
Family office services
Support for family wealth with coordination of specialized third-party service providers in the areas of legal advice, tax advice, corporate administration, trust services, bookkeeping, and inheritance matters.
Consolidated reporting
Unified, consolidated wealth reports that reflect the overall wealth situation rather than individual, scattered account views.
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Location

Boulevard Emile-Jaques-Dalcroze 2
1204 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-144.910.600
Founded
2022 · 4 years
Last commercial register change
September 16, 2022
Employees
11 to 20

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