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DirectoryFinance & InsuranceExternal Asset ManagementGenevaMt Fort Advisers SA
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Mt Fort Advisers SA

Summary

About the company

The core activity of Mt Fort Advisers is wealth management and the provision of services as a Multi Family Office for international private individuals, families and entrepreneurs. The company offers comprehensive wealth management tailored to the individual needs and goals of its clients, and accompanies them in long-term wealth planning across generations.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
Discretionary portfolio management
Asset management on a discretionary basis with a risk profile defined in advance, management fees depending on the assets, the execution method and the custodian bank, with the possibility of a performance fee.
Investment advice
Research into opportunities aligned with the client's areas of interest, in line with the markets, with advisory fees and, depending on the case, a performance-fee structure.
Order execution
Execution of transactions initiated by the client, quality control, administrative follow-up and reporting, with fees generally set as a lump sum by agreement with the client.
Private wealth management
Comprehensive, long-term wealth management support for private clients, families and entrepreneurs, taking into account objectives, risks and opportunities.
Multi-Family Office
Family office services for domestic and international clients, with a holistic approach to assets and support across multiple generations.
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Location

Rue de la Cité 1
1204 Geneva
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-290.417.556
Founded
2018 · 8 years
Last commercial register change
October 25, 2023
Employees
11 to 20

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