Financial Services, Unit trusts, Financial and insurance services · 2 Employees
Overview
Employees
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About
We are a firm founded by 3 partners who collectively have more than 110 years of Investment and Wealth Management experience. The 3 partners have between them been involved in Portfolio Management, Fund Management, Multi-management, Fund Analysis and Distribution, in fact all major aspects of the Asset Management Industry. We have access to a wide range of additional experience through our external network of experts who are permanently available to us. We have a strict set of values which can be summed up in the famous adage “My word is my bond”
Financial Services, Unit trusts, Financial and insurance services, Business Services, Investment companies (trusts), Unit trust management companies, Other Financial Investment Activities, Finance and Insurance
HQ Location
141 rue de l'Ouriette
Aubonne, Geneva Area Aubonne, CH
Keywords
Asset Management ConsultingManager DistributionManager SelectionFund SelectionPrivate Banks Consultingand Family Office Consultingfund managementwealth managementmaterial and deliverytailor demonstrable additive
Location
141 rue de l'Ouriette
Aubonne, Geneva Area Aubonne, CH
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