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DirectoryFinance & InsuranceExternal Asset ManagementSionSwiss Symphony Wealth Advisor & Private Office SA
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Swiss Symphony Wealth Advisor & Private Office SA

Summary

About the company

The company engages in professional wealth management activities within the meaning of the LEFin, as well as private office activities and all operations directly or indirectly related thereto. It may carry out all financial transactions related to this activity, as well as all operations aimed at promoting the purpose and interest of the company. It may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with similar purposes, merge with such companies, acquire or sell real estate, and conclude all contracts intended to develop or achieve its purpose or related thereto directly or indirectly.

Commercial register, canton of VS·As of August 25, 2023View on Zefix
Offering

Products & services

Industry:External Asset Management
✓ Offered3
Wealth management
Customized wealth management, flexible and independent of custody banks; asset allocation, selection of investment vehicles, tax, estate and marital analysis, consolidated reporting.
Family Office
Family Office services for wealthy families, legal, tax, accounting and estate advisory, coordination and supervision of activities, personalised support and regular reports.
Company administration
Support for administrative and financial management, secretarial services, registered office provision, support in the composition of the board of directors and redefining responsibilities and independence rules.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Avenue de la Gare 29
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-113.976.879
Founded
2007 · 19 years
Last commercial register change
August 25, 2023
Employees
21 to 50

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