Wealth management
Independent wealth management in Geneva Geneva's independent wealth management industry sits alongside the city's private banks but operates on a different model: discretionary or advisory mandates managed by FINMA-licensed firms, with custody held at a third-party bank chosen with the client. For internationally mobile families, this separation between manager and custodian is often a structural preference. Typical situations bringing residents to a gestionnaire…
MA Management & Finance SA Geneva – Wealth Management and Portfolio Management MA Management & Finance SA is a professional wealth management firm based in Geneva. Authorized as a portfolio manager and subject to Swiss regulatory supervision, the company provides tailored financial and investment management services to private clients. Personalized Wealth Management The firm offers customiz... Read more
GEDEFI Asset Management GEDEFI Asset Management SA is active in the management and rental of industrial and logistics properties, primarily in the Meyrin and Satigny areas. The company focuses on commercial real estate assets suited to business and industrial users. Established in the early 2000s, it provides property management and leasing services for premises in Geneva’s western industrial zo... Read more
Finarc Genève Finarc Genève is a wealth management and financial advisory firm based in Geneva. It provides financial analysis, portfolio management and personalised advisory services to private clients. The firm serves individuals and families in Geneva seeking professional wealth management and financial planning in a central location on the left bank.
Hoving & Partners SA Hoving & Partners SA is a wealth management firm based in Geneva. It provides personalised financial advisory and asset management services to private clients, with a focus on tailored investment solutions. Operating in Switzerland’s main wealth management centre, the firm serves both local and international clients seeking professional management of their assets wit... Read more
Société de Gestion M&R Société de Gestion M&R, also known as SG M&R, is a Geneva-based wealth and asset management firm founded in 2010 through a strategic partnership involving Société Générale Private Banking (Suisse) SA. It provides personalised wealth management and advisory services to Swiss and international private clients. The firm operates from central Geneva and serves clie... Read more