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DirectoryFinance & InsuranceExternal Asset ManagementGenevaVISION ASSET MANAGEMENT SA
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VISION ASSET MANAGEMENT SA

Summary

About the company

The core activity of Vision Asset Management SA is wealth management for private clients, including asset management, wealth management and the management of investment portfolios. The company offers individual investment strategies tailored to the specific needs and risk profiles of its clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
Private wealth management
Private wealth management for local and international clients, with a three-party relationship client-custodian bank-manager, discretionary management or advisory, risk monitoring and wealth optimization.
Discretionary mandate
Discretionary mandate with a tailored portfolio, personalised investment strategy, adjustments as markets evolve and transparent reports on the portfolio’s status.
Advisory mandate
Advisory mandate with targeted investment proposals, support from the asset management team and the final investment decision left to the client.
Asset management
Active management of assets, construction and diversification of portfolios, strategic and tactical allocation, selection of securities, ongoing supervision and periodic reporting.
Management profiles
Summary management profiles to guide the client’s choice based on the discussion, with a proposal of the profile best suited to their needs and the final choice left open.
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Location

Rue du Mont-de-Sion 6
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-106.645.874
Founded
1997 · 29 years
Last commercial register change
May 29, 2026
Employees
1 to 10
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