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DirectoryFinance & InsuranceExternal Asset ManagementLe Grand-SaconnexInternational Wealth Management (Suisse) SA
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International Wealth Management (Suisse) SA

Summary

About the company

All advisory and assistance activities in the field of asset and corporate management as well as capital investment studies. The company may carry out all commercial, financial, industrial, movable and immovable transactions for its own account or for the account of third parties in direct or indirect connection with its main purpose, in Switzerland and abroad, open branches in Switzerland and abroad, and take participations in other companies with a similar or related purpose.

Commercial register, canton of GE·As of March 24, 2025View on Zefix
Offering

Products & services

Industry:External Asset Management
✓ Offered5
Investment advice
Investment advice for individuals and businesses, with daily market monitoring, analysis of equities, bonds and currencies, and account opening at Swiss banks.
Financial Planning
Financial Planning with personalised advice, asset-allocation recommendations, portfolio strategy, implementation and regular review to preserve and grow wealth.
Retirement Planning
Retirement Planning with advice on savings, income generation, liquidity needs and asset allocation aligned to retirement horizon and risk tolerance.
Estate Planning
Estate Planning with trust structures, succession planning, inheritance-related advice and coordination with tax, estate and legal advisers.
Risk Management
Risk Management for investment and operational risks, including risk-tolerance assessment, portfolio diversification, ongoing monitoring, compliance and internal controls.
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Location

Chemin du Pommier 42
1218 Le Grand-Saconnex

At a glance

Legal form
Corporation
UID
CHE-222.336.768
Founded
2022 · 4 years
Last commercial register change
March 24, 2025
Employees
1 to 10

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