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DirectoryFinance & InsuranceExternal Asset ManagementGenevaOpal Investment Services SA
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Opal Investment Services SA

Summary

About the company

Opal Investment Services SA is a boutique private wealth management firm providing independent investment advice and portfolio management. It offers discretionary and advisory mandates, access to alternative investments (including hedge funds, private equity and venture capital), estate and personal financial planning, and integrates ESG considerations into investment strategies; the firm is licensed by FINMA.

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Industry:External Asset Management
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Wealth management
Wealth management for affluent private individuals, entrepreneurs and families; investment management, portfolio management, wealth allocation, asset allocation, manager selection and monitoring.
Investment advisory
Investment advisory in the open architecture model; individual advice on funds and direct investments, reference currencies, risk profiles and ongoing support with the private bank as custodian.
Discretionary mandates
Discretionary mandates for money market, bonds, equities, alternative investments and structured products; with funds and direct investments as well as defensive, balanced and dynamic risk profiles.
Advisory Mandate
Advisory mandates for money market, bonds, equities, alternative investments and structured products; with funds and direct investments as well as defensive, balanced and dynamic risk profiles.
Alternative investments
Alternative investments with hedge funds, private equity and venture capital.

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Location

Rue de la Cité 1
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-191.161.784
Founded
2022 · 4 years
Last commercial register change
December 30, 2024
Employees
1 to 10

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