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DirectoryFinance & InsuranceExternal Asset ManagementChêne-BourgHumanis Conseil Sàrl
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Humanis Conseil Sàrl

Summary

About the company

Humanis Conseil Sàrl provides wealth and financial advisory services to private clients, offering guidance on taxation, insurance, pension planning and investments, with services tailored for Swiss residents and cross-border workers.

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Offering

Products & services

Industry:External Asset Management
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Wealth management
Human, tailor-made support for individuals, Swiss residents and cross-border commuters; holistic view of assets, advice tailored to life goals, and long-term follow-up.
Taxation
Tax advice for Swiss residents and cross-border commuters; optimisation, guidance through Swiss taxation, and taking into account Swiss and French tax-specifics.
Retirement planning
Advice on retirement planning for Swiss residents and cross-border commuters; anticipating retirement and preparing the future based on the individual situation.
Investment advice
Investment advice for Swiss residents and cross-border commuters; support to invest with discernment, within a coherent wealth-oriented approach.
Insurance advice
Insurance advice for Swiss residents and cross-border commuters; understanding, comparing and choosing insurance products based on the situation.

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Location

Rue de Genève 18
1225 Chêne-Bourg

At a glance

Legal form
Limited Liability Company
UID
CHE-327.352.663
Founded
2025 · 1 year
Last commercial register change
December 29, 2025
Employees
1 to 10

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