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DirectoryLe Grand-SaconnexSwiss Financial Partners SA
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Swiss Financial Partners SA

Summary

About the company

Swiss Financial Partners SA is an independent investment management firm specialized in multi-asset strategies and investment advisory. Services include discretionary mandates, advisory mandates, custodian bank selection, bespoke structured products via an open-architecture platform, index management and consolidated reporting.

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Offering

Products & services

✓ Offered5
Multi-asset wealth management
Multi-asset wealth management, discretionary mandates and advisory mandates, with strategies tailored to the profile and continuous monitoring of the portfolio.
Independent investment advisory
Independent investment advisory not linked to any single bank or provider, with product selection and recommendations across different markets and investment classes.
Custom structured products
Custom structured products built via an open-architecture platform, with pricing compared in real time with major investment banks.
Selection of custodial banks
Selection of custodial banks with negotiated terms, reduced banking fees and choosing the bank according to the client’s investment focus.
Global reports
Global reports on consolidated wealth, with an overview of assets and optimisation of allocation at the global portfolio level.
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Location

Route de Ferney 211
1218 Le Grand-Saconnex
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-387.057.972
Founded
2022 · 4 years
Last commercial register change
December 19, 2025
Employees
1 to 10