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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSFB, Société Financière des Bastions SA
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SFB, Société Financière des Bastions SA

Summary

About the company

SFB, Société Financière des Bastions SA is a non-banking financial institution providing tailored wealth management, family office and estate/financial planning services, together with support for SMEs and access to in-house investment projects.

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Products & services

Industry:External Asset Management
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Global management of private and/or institutional wealth
Global management of private and/or institutional wealth, structuring of assets, organisation of investments, transfer of family wealth, access to a network of banks, funds, lawyers, auditors and insurers.
Succession structuring and financial planning
Succession structuring and financial planning, analysis of the regulatory and tax impacts, organisation of assets, support for movable and real-estate assets.
Multi-Family Office
Multi-Family Office for families looking to preserve the value of their wealth, manage complex structures and organise the transfer to the next generations.
Support for SMEs
Advisory support for SMEs through the stages of creation, growth and succession, including analysis of resources, development planning and clarification of strategic, legal, financial and tax issues.
Access to in-house projects
Access to in-house investment projects, with the option to present proprietary projects in order to offer them later to other clients outside of classic asset management.

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Location

Chemin Doctoresse-Champendal 4
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-101.616.859
Founded
1989 · 37 years
Last commercial register change
July 30, 2025
Employees
1 to 10

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