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DirectoryFinance & InsuranceExternal Asset ManagementGenevaOMEGA WEALTH MANAGEMENT SA
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OMEGA WEALTH MANAGEMENT SA

Summary

About the company

The company's core activity is Private Banking and Wealth Management, including investment consulting, asset management, Private Equity, Alternative Investments and Structured Products. The company also offers Trade Finance and Biotech investments.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered7
Wealth Management
Wealth management, asset management, risk management, advisory services, discretionary mandates and family office coverage for private clients.
Portfolio Building
Building portfolios through asset allocation, diversification, long-term investing and defensive portfolio positioning aligned with client risk aversion and history.
Financial Planning
Financial planning for cash out-flows, projects, lifestyle, family business continuity, estate equalization and legacy planning.
Discretionary Mandates
Discretionary management mandates with hybrid decision-making, investment committee oversight and algorithm-supported execution.
Advisory Services
Advisory services for investment choices, risk aversion and portfolio adaptation to client constraints and market regime changes.
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Location

Rue du Rhône 42
1204 Geneva
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-170.663.471
Founded
2018 · 8 years
Last commercial register change
September 1, 2025
Employees
11 to 20

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