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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSynergy Asset Management SA
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Verified· 4 sources

Synergy Asset Management SA

Summary

About the company

The core activity of Synergy Asset Management is wealth management for private clients, particularly for family-owned businesses and high-net-worth individuals. The company offers individual investment strategies, asset management and consulting, with a focus on long-term, sustainable returns.

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Offering

Products & services

Industry:External Asset Management
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Wealth management
Wealth management with data-driven analysis, global asset allocation, tailor-made investment strategies and long-term support for family wealth.
Family wealth advisory
Family wealth advisory for preserving, growing and transferring family assets, with personal advice and long-term solutions for different needs.
Investment advisory
Investment advisory with objective data analysis, individual support and solutions tailored to the clients' goals, risk profile and lifestyle.
Reviews

Aggregated rating

Aggregated rating
1.8
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle1.85
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

September 21, 2021Media
Luxury Venture Group and Synergy Asset Management launch venture fund
startupticker.ch

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Secure profile

Location

Rue François-Bellot 7
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-101.325.014
Founded
2000 · 26 years
Last commercial register change
November 4, 2025
Employees
1 to 10

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