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DirectoryFinance & InsuranceExternal Asset ManagementLausanneGood Values for Money SA
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Good Values for Money SA

Summary

About the company

Good Values for Money SA is an independent wealth management company offering investment advice and portfolio management services. The firm emphasises asset–liability assessment and integrates ESG considerations into its investment approach.

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Products & services

Industry:External Asset Management
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Independent wealth management
Portfolio and wealth management in an independent approach, with regular monitoring of the assets/liabilities balance sheet and integration of ESG criteria.
Wealth strategy consulting
Advice to define an investment strategy, clarify the time horizon, evolving needs and personal parameters that influence forecasts.
Free consultation
First free meeting to discuss the situation, specify expectations and arrange the next steps of the support.
ESG analysis and integration
Taking into account ethical, social and governance criteria when building wealth or a portfolio.
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Location

Rue du Petit-Chêne 11
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-110.297.032
Founded
2003 · 23 years
Last commercial register change
September 2, 2026
Employees
1 to 10

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