The core activity of Ormy Gestion SA is independent wealth management for private clients, particularly individual wealth management and investment advice for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI). The company offers mandates for investment advice and discretionary wealth management, where clients can specify their investment strategy or delegate the management of their assets to the company.
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Industry:External Asset Management
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Wealth management advisory, monitoring of holdings and portfolio construction; the client makes the decisions, while the team supports with its investment expertise.
Discretionary asset management mandate
Discretionary asset management based on a predefined investment strategy; diversified and transparent administration of assets to achieve the client’s objectives.
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