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DirectoryFinance & InsuranceFunds & Investment CompaniesGenevaLobnek Wealth Management SA
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Lobnek Wealth Management SA

Summary

About the company

Lobnek Wealth Management SA is a wealth management firm providing asset management, financial reporting and wealth planning services for private clients and corporations. Its services include a Cash+ liquidity management solution, fundraising and pre-exit support, consolidated reporting and risk oversight, and the website states the firm is supervised by FINMA and the U.S. SEC.

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Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered7
Wealth management
Wealth management for private clients and entrepreneurs, with tailored strategies, a core/satellite approach, preservation of assets and complete visibility into holdings, costs and risks.
Asset management
Asset management with bespoke institutional strategies, combining human and analytical expertise, focused on long-term returns and preservation of assets.
Financial reporting
Financial reporting with full consolidation of holdings, breakdown of fees and risk monitoring via a proprietary reporting platform.
Wealth planning
Wealth planning for inheritance, international relocation and complex situations, with coordination of legal and tax experts and collaboration with the advisors already in place.
Liquidity management for startups
Liquidity management for funded startups, with diversification of custodians, multi-currency management, real-time visibility and business continuity.
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Location

Rue de la Confédération 7
1204 Geneva
Opening hours
Mon
08:00 - 18:30
Tue
08:00 - 18:30
Wed
08:00 - 18:30
Thu
08:00 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.252.505
Founded
2006 · 20 years
Last commercial register change
February 16, 2024
Employees
1 to 10

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