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DirectoryFinance & InsuranceExternal Asset ManagementVésenazS.F.P. Asset Management SA
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S.F.P. Asset Management SA

Summary

About the company

S.F.P. Asset Management SA is a private asset management company offering wealth management as well as financial and tax advice. It provides family office services, real-estate investment and administration, and tailored investment strategies in cooperation with professional partners.

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Offering

Products & services

Industry:External Asset Management
✓ Offered3
Asset Management, Financial & Tax Advice
Wealth management, financial analysis, risk control and access to professional partners; investment strategy support, daily portfolio monitoring, bank account setup and account-type selection.
Family Office
Integrated wealth administration and protection for families, including financial engineering, legal structures, tax and inheritance planning, investment monitoring, asset allocation, multi-asset consolidation and real-estate services.
Real-estate Service
Real-estate investment solutions, including tax optimization and mortgage loan solutions for property ownership in Switzerland or rental investments.
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Location

Chemin des Princes 19
1222 Vésenaz

At a glance

Legal form
Corporation
UID
CHE-111.720.837
Founded
2004 · 22 years
Last commercial register change
September 26, 2025
Employees
1 to 10

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