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DirectoryFinance & InsuranceExternal Asset ManagementFribourgSwinvest SA
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Swinvest SA

Summary

About the company

The core activity of Swinvest SA is wealth management and financial consulting for private individuals and companies. They offer services such as asset management, financial consulting, trust services, pension insurance and family office.

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Products & services

Industry:External Asset Management
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5
Asset management
Asset management with discretionary management, advisory management, and defensive, balanced and dynamic investment strategies; aligned to risk profile, objectives and individual parameters.
Financial consulting and planning
Financial consulting and planning with general advice, solutions tailored to personal circumstances, and support across all financial matters.
Pension and insurance solutions
Pension and insurance solutions as part of financial support, aligned to personal needs and financial objectives.
Estate and succession planning
Estate and succession planning with family wealth, succession planning and tax optimisation within wealth structuring.
Real estate management
Real estate management for construction, purchase and sale of properties, integrated into asset and financial advice.
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Location

Square des Places 1
1700 Fribourg

At a glance

Legal form
Corporation
UID
CHE-114.447.342
Founded
2008 · 18 years
Last commercial register change
January 14, 2026
Employees
11 to 20

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