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DirectoryFinance & InsuranceExternal Asset ManagementGenevaKahn & Cie Financial Experts SA
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Kahn & Cie Financial Experts SA

Summary

About the company

The core activity of Kahn & Cie Financial Experts is independent wealth management and consulting for private clients. This includes in particular: Wealth Audit, Comprehensive Financial Planning, Personalized Wealth Management, Control of Bank Mandates, and Multi-Depository Management under Mandate. The company provides its clients with comprehensive and individualized support in managing their assets, with the goal of preserving and increasing their wealth in the long term.

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Industry:External Asset Management
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Wealth audit
Global wealth audit to define financial capacity and needs, liquidity requirements, investment horizon, risk tolerance and the minimum return required.
Global financial planning
Global financial planning, integrating strategic allocation, consistency of wealth advice and adaptation of solutions to individual cases.
Personalised wealth management
Wealth management on a discretionary mandate, with strategic allocation defined with the client and management within the terms and constraints of the mandate.
Control of banking mandates
Control of mandates and execution of transactions, with consistent and consolidated management of assets held with several banks.
Mandated multi-custodian wealth management
Multi-custodian wealth management on a mandate, with access to all markets and all types of products, and consolidation of the portfolio.

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Location

La Voie-Creuse 16
1202 Geneva

At a glance

Legal form
Corporation
UID
CHE-100.516.296
Founded
1999 · 27 years
Last commercial register change
March 1, 2024
Employees
1 to 10

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