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DirectoryFinance & InsuranceFamily OfficesGenevaVALEX EMC FAMILY OFFICE SA
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VALEX EMC FAMILY OFFICE SA

Summary

About the company

VALEX EMC FAMILY OFFICE SA offers family office services, consolidating clients' financial and non‑banking assets into a single, regularly updated statement and providing a single contact for asset oversight. The service includes coordination with a partner network covering banks, real estate, insurance, fiduciary services, attorneys and pension solutions.

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Products & services

Industry:Family Offices
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8
Portfolio management
Discretionary management mandate, active management of capital according to risk profile and objectives, with quality, transparency and diversification of investments.
ESG management
Sustainable and responsible portfolio management using ESG criteria, extra-financial analysis and multi-criteria screening to estimate, classify and select companies.
360° Financial Advisory
Comprehensive financial planning, protection and retirement planning, estate planning, tax optimization, and real estate wealth structuring.
Family Office
Global asset consolidation across banks, daily updated overview of assets, single statement, and monitoring of banking and non-banking assets.
Banking partner coordination
Support with depositary banks in Switzerland and Luxembourg, including private banks, universal banks and online banks, to meet different client profiles.

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Location

Place des Alpes 2
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-401.884.284
Founded
2024 · 2 years
Last commercial register change
June 28, 2024
Employees
1 to 10

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