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DirectoryFinance & InsuranceExternal Asset ManagementColognySocinvest Finance SA
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Socinvest Finance SA

Summary

About the company

The core activity of Socinvest Finance SA is independent wealth management and investment consulting for private and institutional clients, including wealth planning, investment advice and wealth management. The company offers highly individualized services in the areas of financial investments, wealth planning and wealth management to support clients in maintaining and developing their wealth structures.

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Products & services

Industry:External Asset Management
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✓ Offered
4
Wealth Management
Wealth and asset management services, tailored to clients, with support for banking relationships and long-term relationship management.
Investment Advice
Investment advice with an advisory / investment approach, including guidance with investment decisions and alignment of the investment strategy.
Investment Solutions
Tailor-made investment solutions for managing and structuring assets via banks and other partners.
Wealth Planning
Wealth planning for developing and preserving patrimonial structures as well as securing and structuring assets.

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Secure profile

Location

Quai de Cologny 52
1223 Cologny

At a glance

Legal form
Corporation
UID
CHE-107.595.730
Founded
1994 · 32 years
Last commercial register change
September 13, 2024
Employees
11 to 20

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