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DirectoryFinance & InsuranceExternal Asset ManagementGenevaUrban Advisors SA
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Urban Advisors SA

Summary

About the company

The core activity of Urban Advisors is independent wealth management and consulting for private clients, particularly in the areas of wealth planning, investment advice and management, as well as support in analyzing personal financial situations and implementing wealth strategies.

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Products & services

Industry:External Asset Management
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Asset Management
Discretionary and advisory portfolio management, portfolio review, opening of bank accounts, multi-bank reporting.
Wealth Planning
Analysis of personal situations, succession planning, life insurance, relocation, with support from tax lawyers and specialists.
Assistance with real estate (re-) financing
Assistance with real estate financing and refinancing as part of broader wealth-related support.
Administrative services
Administrative support services related to client wealth and asset-management needs.

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Location

Rue du Mont-Blanc 4
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-228.182.564
Founded
2017 · 9 years
Last commercial register change
December 29, 2022
Employees
1 to 10

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