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DirectoryFinance & InsuranceExternal Asset ManagementGenevaLyra Financial Wealth SA
Lyra Financial Wealth SA Logo
Verified· 3 sources

Lyra Financial Wealth SA

Summary

About the company

The core activity of Lyra Financial Wealth SA is wealth management (Gestion de fortune) as a FINMA-accredited financial advisor.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Portfolio management
Portfolio management with your custodian bank, according to a defined investment strategy, with fund selection, optimisation, rebalancing, reporting and regular dialogue.
Financial planning
A structured financial roadmap, with an investment strategy tailored to your situation, life stage, family needs, values, goals and risk.
Personalised coaching
Individual or family coaching sessions to reflect on investment decisions, better understand investing and plan at your own pace with greater clarity.
Second opinion
Independent analysis of existing portfolios, self-managed or entrusted to a third party, to assess alignment with your goals and identify risks or improvements.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Knowledge

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Location

Rue Rodolphe-Toepffer 15
1206 Geneva
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-419.085.414
Founded
2024 · 2 years
Last commercial register change
April 19, 2024
Employees
1 to 10

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