Our Story
Established in Geneva in January 1999 by two portfolio managers from Bank Coutts & Co Ltd. In 2001, Giannina Berreby took the helm becoming the sole shareholder, steering the company with vision and expertise.
Switzerland is renowned for its precision, security, durability, and rich cultural heritage. We apply these same qualities to our wealth management approach, ensuring consistent excellence and stability. We adhere to the highest Swiss and international regulatory standards, guaranteeing trust and integrity in all our operations.
Geneva Asset & Wealth Management SA is an independent, client-focused firm dedicated to delivering bespoke financial services.
Mission
We specialize in portfolio management, wealth planning, and asset engineering, catering to international clients with discerning expectations.
Our primary focus is your satisfaction. We streamline processes, minimize paperwork, and avoid unnecessary meetings to ensure efficiency.
Your unique needs are at the heart of our approach. We dedicate our time and expertise to delivering personalized solutions.
Our Strengths
Geneva Asset & Wealth Management SA leverages deep market expertise and a proven track record to deliver strong, consistent investment performance. We employ rigorous risk management strategies and a diversified approach to optimize returns.
Our customized solutions are tailored to meet specific client needs, and we prioritize transparency, accountability, and ethical investing principles.
We also advice in alternative investments to offer a wide range of investment opportunities. By leveraging advanced technology, we ensure efficient and informed decision-making.
Availability
We are here for you – seven days a week, 365 days a year.
