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DirectoryFinance & InsuranceExternal Asset ManagementGeneva3T Family Office SA
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3T Family Office SA

Summary

About the company

The core activity of 3T Family Office Ltd. consists of providing wealth management services to private clients, particularly High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNW). Specifically, this includes: Discretionary Wealth Management: The company manages its clients' assets based on a predefined profile and in close collaboration with financial analysts, banks, and brokers. Investment Advisory: 3T Family Office Ltd. offers advisory services in the field of investments. Reporting & Consolidation: The company creates reports and consolidates its clients' assets. The core activity of the company is therefore in the area of wealth management and asset management for private clients.

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Industry:External Asset Management
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Managed wealth management
Discretionary wealth management for private assets, with investment decisions on the customer’s behalf and ongoing portfolio monitoring.
Investment advisory
Investment advice for clients, with support in portfolio construction, investment decisions and ongoing market and portfolio matters.
Reporting and consolidation
Reporting and consolidation of assets and portfolios, including consolidated overviews and regular reporting.

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Location

Rue du Conseil-Général 16
1205 Geneva

At a glance

Legal form
Corporation
UID
CHE-296.016.291
Founded
2011 · 15 years
Last commercial register change
October 26, 2023
Employees
1 to 10

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