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JL Securities SA

Summary

About the company

JL Securities SA is a securities dealer and financial services firm offering wealth management, investment advisory, securities and foreign-exchange trading, and custodial services. The firm holds Securities Dealer (SESTA) status under FINMA supervision and provides family office services, discretionary and execution-only management under an open-architecture model without in-house products.

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Offering

Products & services

✓ Offered3

Wealth management

Wealth management for private banking clients, execution-only mandates, discretionary management, investment profiling, asset allocation, capital protection and long-term portfolio management.

Security Trading

Security brokerage and custodial services for client accounts and own portfolio, covering equities, fixed income, funds, feeder funds, foreign exchange and derivatives.

Family Office Services

Family office support for high net worth individuals, including planning, financial structuring and wealth transmission with assistance from an international advisor network.

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JL Securities SA

About the company

Products & services

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JL Securities SA

About the company

Products & services

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