Financial advisor in
Geneva

Forvest SA

Since 1982 · 11–20 empl.

Forvest SA is an asset management company focused on integrated wealth management. Its services include portfolio advice, discretionary portfolio management, financial advisory services and estate planning.

SOGESTAS SA

Since 1983 · 1–10 empl.

SOGESTAS SA brokers insurance for individuals and businesses and supports companies with risk and insurance portfolio audits and claims management. Its services also include company formation and domiciliation in Switzerland, as well as administrative support.

SANOSA SA

Since 1997 · 1–10 empl.

SANOSA SA provides professional consulting in finance, eSport and eGaming. Its other activities include art advice and transactions, services for classic and modern cars, assistance with residence transfers, and real estate advice.

Helvetic Investor Group SA

Since 1999 · 11–20 empl.

Helvetic Investor Group SA is an independent wealth manager offering discretionary portfolio management and investment advice. Its services also include family office support, financing, wealth and pension planning, portfolio audits, and the management of Luxembourg life insurance contracts.

MILLENIUM CONSEILS ET PLACEMENTS SA

Since 1999 · 1–10 empl.

MILLENIUM CONSEILS ET PLACEMENTS SA provides wealth management and financial consulting services, including discretionary portfolio management. It also advises on tax and inheritance matters and can refer clients to specialists.

UNIVIE SA

Since 2000 · 11–20 empl.

UNIVIE SA advises on pension planning, wealth planning and investments. Its services include comparing insurance solutions, advising on property purchases and sales, arranging property financing and consulting on occupational pensions.

Intuitae (Suisse) Sàrl

Since 2002 · 11–20 empl.

Intuitae (Suisse) Sàrl advises families and entrepreneurs on managing and structuring their wealth. Its services include asset allocation, investment strategies, family governance, and advice on financial, real estate and other investments.

RMG Suisse SA

Since 2004 · 11–20 empl.

RMG Suisse SA is a financial company advising Swiss and international clients on wealth management, private equity and real estate investments. It sources and develops real estate projects and structures and supervises them as an investor, developer and manager.

Envisage GmbH

Since 2006 · 11–20 empl.

Envisage GmbH is an investment advisory and family office business. Its services include reviewing and consolidating investment portfolios, developing asset allocation strategies, advising on private equity and real estate investments, and providing consolidated portfolio reporting.

Forth Capital (Genève) Sàrl

Since 2006 · 11–20 empl.

Forth Capital (Genève) Sàrl provides international financial planning, wealth management and pension advice. Its services include guidance on Swiss pension transfers, investments, estate planning and inheritance planning.

AVR Capital SA

Since 2007 · 1–10 empl.

AVR Capital SA is an independent asset manager. It manages individual assets and portfolios, provides pension planning solutions for individuals and businesses, and offers qualified and institutional investors access to selected funds.

AWAP Asset Management SA

Since 2008 · 11–20 empl.

AWAP Asset Management SA provides asset management, family office services and financial planning. Its activities include managing and monitoring investment portfolios, coordinating wealth matters, and providing financial advice and education.

Rocks International SA

Since 2009 · 1–10 empl.

Rocks International SA advises businesses and private clients on financial and wealth matters and provides consulting on diamonds and diamond investments. Through Rocks Jewellery, it designs and produces personalised diamond jewellery.

Blue Harvest SA

Since 2009 · 11–20 empl.

Blue Harvest SA is an independent investment advisory firm specializing in agriculture. It advises private and institutional investors, creates portfolios tailored to their criteria, and supports the sourcing, acquisition and management of farms.

GK & Associés SA

Since 2009 · 1–10 empl.

GK Associés provides services in the areas of wealth management, social security and insurance. The core activity includes individual consulting and support for clients in optimizing their financial situation, including wealth management, tax planning, social security and insurance solutions. The company supports clients in achieving their financial goals and offers tailored solutions to meet their individual needs.

C.D.P. Cabinet D'Affaires Privées SA

Since 2009 · 1–10 empl.

C.D.P. Cabinet D'Affaires Privées SA provides fiduciary and administrative services to businesses and private individuals. Its services include company audits, legal, tax and economic advice, as well as financial advice, property management and estate planning.

B-Stone & Partners SA

Since 2010 · 1–10 empl.

B-Stone & Partners SA supports private and corporate investments with analysis and advice for investment decisions. Its activities include audits of real estate assets, family services, and the structuring, creation and management of companies.

Compagnie Privée de Conseils et d'Investissements SA

Since 2010 · 1–10 empl.

Compagnie Privée de Conseils et d'Investissements SA provides financial, legal and tax advice, along with services in real estate and art. Its activities also include auditing, internal control, risk management and family office advice.

First Partner Sàrl

Since 2010 · 1–10 empl.

First Partner Sàrl is an independent insurance and financial services provider for individuals and businesses. It advises on insurance and banking products, compares offers, and assists with areas including pensions, financing, investments, portfolio management and claims.

VARIANCE FINANCIAL SA

Since 2010 · 11–20 empl.

VARIANCE FINANCIAL SA is an independent financial advisory firm specializing in financial risk management. It advises on OTC derivatives for foreign exchange, interest rate and commodity risks, and supports clients with execution, valuations and hedge accounting; it also develops software for valuing and pricing derivatives and structured products.

Beveziers Finance SA

Since 2013 · 1–10 empl.

Beveziers Finance SA is a private, independent family wealth management firm that provides investment advice. Its services include portfolio management and investment strategies focused on risk management and after-tax results.

MJ&Cie (Suisse) SA

Since 2013 · 11–20 empl.

MJ&Cie (Suisse) SA advises families and entrepreneurs on the structuring and development of their wealth. Its services include investment advice and asset allocation, legal and tax support, family governance, private secretariat services and corporate advisory.

SPARTA GROUP SA

Since 2014 · 11–20 empl.

SPARTA GROUP SA provides insurance and financial advice and brokerage services for individuals and businesses. It analyses and compares offers in areas including health insurance, pensions and corporate insurance, and assists with the administration of insurance policies and pension assets.

Valoris Gestion SA

Since 2014 · 1–10 empl.

Valoris Gestion SA provides independent wealth management and financial and wealth advisory services. It develops investment strategies and advises on asset planning and protection, with investments including bonds, equities, funds and structured products.

VALEX EMC FAMILY OFFICE SA

Since 2014 · 1–10 empl.

VALEX EMC FAMILY OFFICE SA provides family office services for the coordinated oversight of clients’ assets. These include consolidating financial assets held with different banks and incorporating real estate and other assets into an overall view.

Rothorn Partners Sàrl

Since 2014 · 1–10 empl.

Rothorn Partners Sàrl is a financial advisory firm focused on investment advice and fundamental equity research. It advises a concentrated, go-anywhere strategy investing in listed equities and also advises an actively managed certificate focused on European e-commerce companies.

Belgravia Advisory Services Sàrl

Since 2016 · 11–20 empl.

Belgravia Advisory Services Sàrl provides advice on UK pension assets and financial planning. Its services include pension transfers and retirement planning, savings plans, education fee planning, life and income protection, and inheritance tax planning.

Ethical insurance group Sàrl

Since 2017 · 11–20 empl.

Ethical insurance group Sàrl is an independent insurance broker serving individuals and businesses. It advises on insurance, pensions and financial planning, compares insurers’ offers, and also provides support with investments and tax returns.

Alkimia SA

Since 2018 · 11–20 empl.

Alkimia SA provides wealth management, investment advice and pension solutions. Its real estate services include support with property purchases and sales, valuations and financing.

swiss one plus SA

Since 2018 · 1–10 empl.

swiss one plus SA designs, produces and distributes bullion coins and round ingots. It also provides investment advisory services related to physical precious metals, including portfolio structuring and geopolitical risk management.

Swiss Bridge Capital SA

Since 2018 · 11–20 empl.

Swiss Bridge Capital SA is an independent wealth management and financial advisory firm. It advises clients on their banking assets and provides Family Office services, including support with tax and succession planning.

Stork Capital Sàrl

Since 2019 · 11–20 empl.

Stork Capital Sàrl provides wealth management and investment services for private clients, families and family offices. Its services include portfolio management, merchant banking, wealth planning and access to private markets and alternative investments.

Agence Suisse Du Patrimoine SA

Since 2020 · 11–20 empl.

Agence Suisse Du Patrimoine SA is an independent wealth manager advising on the structuring and management of private and business assets. Its services include international wealth planning, financial management, retirement planning and investment diversification.

1291 Group Geneva SA

Since 2020 · 11–20 empl.

1291 Group Geneva SA is an independent insurance broker specialising in wealth protection and cross-border insurance solutions. It designs solutions for high-net-worth families and their advisers, including investment-linked and traditional life insurance, savings and annuity products.

Norman K. Geneva SA

Since 2021 · 21–50 empl.

Norman K. Geneva SA advises private and business clients on wealth management and investments. Its services include tailored investment advice, financing solutions and corporate advisory for entrepreneurs and companies.

Compagnie Privée de Gestion Primatrust SA

Since 1993 · 1–10 empl.

Active-Advisors SA

Since 2002 · 1–10 empl.

Active-Advisors SA specializes primarily in alternative investments and alpha-oriented strategies. The firm provides advisory services to institutional investors, family offices and individual clients seeking access to traditional and complex alternative investment strategies.

Katleya Advisor SA

Since 2005 · 11–20 empl.

Katleya Advisor S.A. provides independent investment advisory and management services, with a focus on international real estate investments, vineyards, forests, private equity and other asset classes. The company's core activity is to offer its clients a wide range of investment products and strategies that are geared towards long-term returns and risk minimization.