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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSegetia Wealth Management SA
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Segetia Wealth Management SA

Summary

About the company

The core activity of Segetia is wealth management, particularly asset management, investment advice and management for private clients and families. This also includes specialized services such as asset management, family office and specialized investment consulting.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth preservation, structuring and transmission for families, with a holistic assessment and a tailored, long-term approach.
Wealth structuring
Structuring assets for efficient management, based on a thorough assessment of each wealth situation and the firm’s independence.
Succession and transmission planning
Planning the succession and transmission of wealth to ensure continuity across generations.
Family governance
Support for family governance as part of long-standing, personal relationships and alignment of interests.
Investment diversification
Diversification of investments within a tailored wealth strategy and a holistic assessment of assets.
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Location

Rue du Rhône 23
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-101.538.627
Founded
2000 · 26 years
Last commercial register change
February 4, 2025
Employees
11 to 20

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