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Martin Gestion SA

Summary

About the company

Martin Gestion SA provides asset management services as well as fiduciary (accounting and tax) and real-estate services, including property sales, purchases, rentals and condominium administration. The firm holds FINMA authorization as an asset manager.

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Offering

Products & services

Industry:External Asset Management

✓ Offered5

Discretionary wealth management

Active management of your assets according to your investor profile, with portfolio monitoring, proposals for suitable investments and regular reporting on the development of your wealth.

Wealth advisory

Impartial advice and tailored investment solutions for preserving and growing assets, with a structured, independent approach.

Multi-bank consolidation

Consolidation of balances held at multiple banking institutions to provide an overall view of wealth while keeping the depositary banks.

Family office

Family office services with comprehensive support, coordination of wealth, banking and administrative aspects, supported by a specialist team.

Support for wealth preservation and transfer

Long-term support to preserve assets, structure life plans and prepare the transfer of wealth.

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Martin Gestion SA

About the company

Products & services

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Martin Gestion SA

About the company

Products & services

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