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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGORDION UPSIDE Wealth Management SA
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GORDION UPSIDE Wealth Management SA

Summary

About the company

The core activity of Gordion Upside WM is wealth management (Gestion de Fortune) and wealth planning (Ingénierie Patrimoniale) for private individuals and entrepreneurs. This includes the creation of wealth strategies, the management of assets, the planning of wealth transfers and advice on wealth protection. The company also offers services for expatriates.

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Products & services

Industry:External Asset Management
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Wealth management
Tailor-made financial management, flexible mandates, multi-currency and multi-asset-class management, direct selection of securities, preservation of assets and pursuit of long-term performance.
Wealth structuring
Wealth audit, overall strategy, monitoring of the private and professional wealth strategy, support with the client’s advice, network of legal and tax expertise.
Expatriate services
Guidance in choosing an international financial partner, open architecture, secure custody solution, access to top-tier banks and insurers, cross-border approach.

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Location

Hier entsteht die Karte
Boulevard Georges-Favon 14
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-113.682.449
Founded
2007 · 19 years
Last commercial register change
September 6, 2024
Employees
1 to 10

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