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DirectoryFinance & InsuranceExternal Asset ManagementGenevaACCURATE WEALTH MANAGEMENT SA
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ACCURATE WEALTH MANAGEMENT SA

Summary

About the company

The core activity of Accurate Wealth Management SA is wealth management and wealth advisory services for private clients, particularly within the framework of a Family Office offering. This includes the creation of investment strategies, the management of assets, the selection of investment products and the provision of services such as wealth planning, succession planning and tax planning. The company also offers corporate and administrative services, including the management of trust companies and foundations.

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Products & services

Industry:External Asset Management
✓ Offered6
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Investment & Portfolio Management
Asset Allocation, Structured Products, Private Equity, FX, Equity & Fixed income.
Financial & Wealth Planning
Banks, lawyers, fiduciaries, real estate and classic car specialists for planning and structuring wealth.
Family Desk
Long-term relationship management with clients over several generations, supporting continuity and family-oriented wealth oversight.
Quality Control & Consolidated Reporting
Commission review, pricing overcharge checks and personalised global reporting.
Open Architecture Investment Products
Investment products selected to preserve clients’ capital while seeking investment opportunities.

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Location

Quai de l'Ile 15
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-132.739.699
Founded
2012 · 14 years
Last commercial register change
June 2, 2023
Employees
1 to 10

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