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Kessler Gestion SA

Summary

About the company

The core activity of Kessler Gestion SA is wealth management (Gestion de fortune) and investment consulting, with the aim of capital preservation.

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Products & services

Industry:External Asset Management

✓ Offered5

Wealth Management – Discretionary mandate

Establishing a risk profile, ongoing adaptation of the investment strategy, detailed portfolio analysis, monitoring of bank statements and supervision of bank pricing.

Wealth Management – Execution-only mandate

Access to product research, rapid and careful execution of orders, telephone availability for clients who want to retain the investment decision.

Bank administrative management

Assistance with special transactions with the bank, ordering bank cards, settling expenses and the tax statement for the country of residence.

Family Office

Tax optimisation, management and day-to-day administration of private needs, advice on wealth transfer and monitoring the divestment of business activities and strategic alliances.

Financial advice outside a mandate

Comprehensive advice on retirement planning, taxation and real estate, outside a wealth management mandate.

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Kessler Gestion SA

About the company

Products & services

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Kessler Gestion SA

About the company

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