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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSKD Wealth Management SA
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SKD Wealth Management SA

Summary

About the company

The company offers wealth management services and solutions to clients, including: personalized and tailored financial and banking solutions, wealth planning and management, consulting and support for setting up and operating Family Offices, cross-border investments, and compliance and supervisory services. The company positions itself as an independent asset manager and offers a neutral and transparent service based on long-term relationships with clients.

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Products & services

Industry:External Asset Management
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✓ Offered5
Independent wealth management
Independent wealth management, tailored mandates, bespoke financial and banking solutions, and support for the client with custodian banks of their choice.
Wealth planning advice
Advice and support for wealth planning, with long-term banking experience and, if necessary, recourse to external specialists.
Introduction to custodian banks
Selection of custodian banks in Switzerland, placing assets with the chosen bank or banks, and support to open or change a custodian bank.
Tailored investment solutions
Selection of investment products and solutions tailored to the client’s needs, taking into account overall performance and risk across multiple banks.
Personalised banking solutions
Personalised, bespoke financial and banking solutions, presented in a neutral and transparent manner, with support to understand account statements and banking information.

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Location

Avenue De-Budé 1
1202 Geneva

At a glance

Legal form
Corporation
UID
CHE-264.067.976
Founded
2018 · 8 years
Last commercial register change
December 21, 2023
Employees
1 to 10

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