External Asset Management in
Sion

Martin Gestion SA

Since 2000 · 1–10 empl.

Martin Gestion SA provides asset management services as well as fiduciary (accounting and tax) and real-estate services, including property sales, purchases, rentals and condominium administration. The firm holds FINMA authorization as an asset manager.

Probus Pleion Suisse SA, succursale de Sion

Since 2003 · 1–10 empl.

Probus Pleion Suisse SA, succursale de Sion is an independent wealth management firm offering private wealth management, pension solutions, family office services, and fund administration and distribution. The group also provides corporate services, institutional asset management, IT solutions, relocation support and tailored wealth advice for professional athletes, and is regulated by FINMA as a collective asset manager.

SPI MANAGEMENT SA

Since 2012 · 11–20 empl.

The core activity of SPI Management SA is wealth management, i.e. asset management for private individuals and companies. This includes services such as asset management, investment consulting, financial advisory, tax & legal planning, family office and real estate. The company offers its clients independent and individual solutions to manage, protect and increase their assets.

Ethos Gestion de Patrimoine Sàrl

Since 2016 · 1–10 empl.

Ethos Gestion de Patrimoine Sàrl is an independent wealth management firm offering discretionary portfolio management and advisory mandates, and coordinating the selection and supervision of custody banks. Services include tailor-made investment strategies, oversight of costs and fees, consideration of tax and succession issues, and allocation of any retrocessions to clients.

Clipperton SA

Since 2018 · 1–10 empl.

IZ Wealth Management SA

Since 2018 · 1–10 empl.

IZ Wealth Management SA is a regulated independent asset manager that provides bespoke financial solutions for institutional and professional clients. Its services focus on discretionary asset management and on connecting clients with third-party providers in areas such as asset consolidation, family governance, wealth and tax planning, real estate property management and art banking.

Swiss Symphony Wealth Advisor & Private Office SA

Since 2007 · 21–50 empl.·5.0(1)

Swiss Symphony Wealth Advisor & Private Office SA is an asset management company. It provides services in asset management, family office support, tax planning, succession consulting, real estate, credit negotiation and company administration.

Suntrust Capital Management SA

Since 2018 · 21–50 empl.

Suntrust Capital Management SA is an independent wealth manager and multi‑family office offering wealth management, family‑office services and solutions for alternative investments. The website states the firm holds a FINMA asset‑manager licence and is a member of the Association Suisse des Gérants de fortune (ASG).

Actis-Gestion SA

Since 1998 · 1–10 empl.

Finance Globale, cabinet conseil, Michel Ranguelov

Since 1999 · 1–10 empl.

RBZ Finance Sàrl

Since 2009 · 1–10 empl.

Symphony Concierge Services Sàrl

Since 2009 · 1–10 empl.