Present - Geneva Asset & Wealth Management SA

Geneva Asset & Wealth Management SA

Geneva Asset & Wealth Management SA is an independent company on a human scale founded in 1999. We comply with the most demanding Swiss and international regulatory requirements.

We assist our clients in portfolio management, wealth planning and asset engineering. Our services are dedicated to international clients who have high expectations.

The satisfaction of our clients is what we care about most, hence the limited paperwork, no endless meetings and no sales targets. Our time is entirely devoted to you, our esteemed clients.

Company background

Our company was founded in January 1999 in Geneva as Geneva Asset Management Sàrl by two portfolio managers from Bank Coutts & Co Ltd.

In 2001, Giannina Berreby became the sole head of the company. She guided the young company with strong leadership, fulfilling client’s needs through excellent performance and service. She then decided to broaden the range of services offered. In 2011, the company was renamed Geneva Asset & Wealth Management SA.

The five pillars of our company

Availability:

We are at your disposal – seven days a week, 365 days a year.

Transparency:

Utmost clarity when it comes to remuneration and investment.

Complete independence:

All decisions are made in-house, objectively, swiftly and without outside influence. We use the open-architecture work method.

Our expertise:

We can provide you with a full range of asset expertise, as well as a comprehensive and bespoke approach courtesy of our Family Office service.

Comprehensive and custom-made solutions:

As each and everyone of our clients is special, each and everyone of our proposals is unique.

Our model: the Swiss Guard

Established by Pope Julius II in 1506, the Swiss Guard has served the Vatican for over 500 years. It is the oldest army of the world still in existence. Honesty, longevity, dedication, faithfulness, loyalty and trust: for the past 25 years, we have shared these distinctive values upheld by the Swiss Guard. We are proud to portray the Swiss Guard as our logo.

Our value: So Swiss

Finance, precision, security, durability and culture are the key hallmark values for which Switzerland is widely known.

Geneva Asset & Wealth Management SA

Rue du Marché 18
1204 Genève
Suisse

Tél: +41 22 810 35 50
Fax: +41 22 810 35 60

Informations légales