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DirectoryFinance & InsuranceExternal Asset ManagementGlandSURECO Investments SA
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SURECO Investments SA

Summary

About the company

SURECO Investments SA is a wealth management firm specializing in asset management, fund advisory and financial planning for private and institutional clients. The company also provides assistance with fund selection and with choosing an appropriate custodian bank.

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Industry:External Asset Management
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Wealth Management
Listening, analysis, strategy and follow-up for the management of investments, active and individual portfolio management, asset allocation, risk diversification, custodian bank selection.
Advisory and Financial Planning
Individual analysis, strategy recommendation and follow-up for financial planning, asset structuring, and legal, tax, financial and wealth-planning strategies.
Fund Advisory
Support for fund selection, analysis, strategy, risk management and portfolio adjustments for mutual fund advisory.

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Location

Route des Avouillons 30
1196 Gland

At a glance

Legal form
Corporation
UID
CHE-194.823.179
Founded
2011 · 15 years
Last commercial register change
November 24, 2023
Employees
1 to 10

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