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DirectoryFinance & InsuranceExternal Asset ManagementMontreuxNOVALIS Finance SA
NOVALIS Finance SA Logo
Verified· 3 sources

NOVALIS Finance SA

Summary

About the company

NOVALIS Finance SA is a wealth management firm focused on discretionary portfolio management, investment advisory, and wealth management services. The company supports clients with investment strategies, portfolio monitoring, and broader financial matters.

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Products & services

Industry:External Asset Management
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Discretionary Portfolio Management
Portfolio management with objective and risk profiling, investment strategy design and execution, ongoing portfolio monitoring, and regular portfolio and market updates.
Investment Advisory
Investment advice with a personal advisor, independent choice of investment vehicles, and ongoing availability of the managers.
Wealth Advisory
Wealth advisory with comprehensive support on legal, tax, real estate, and inheritance matters through a network of professional partners.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue de l'Eglise Catholique 1
1820 Montreux
Opening hours
Mon
24h
Tue
24h
Wed
24h
Thu
24h
Fri
24h
Sat
00:00 - 23:59
Sun
24h

At a glance

Legal form
Corporation
UID
CHE-113.882.712
Founded
2007 · 19 years
Last commercial register change
May 20, 2025
Employees
1 to 10

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