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DirectoryFinance & InsuranceExternal Asset ManagementGenevaADN FINANCE SA
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ADN FINANCE SA

Summary

About the company

The core activity of ADN FINANCE SA is wealth management. Specifically, this includes formulating investment policies, creating asset allocation plans, defining risks, and continuously monitoring portfolio performance, creating performance reports, and coordinating with other stakeholders. The company thus provides wealth management and management services to support customers in managing their assets.

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Industry:External Asset Management
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Independent wealth management
Discretionary management of private and professional assets, with tailored investment strategies, regular monitoring, diversification and safekeeping of assets with Swiss custodian banks.
Private wealth management
Management of personal assets held in the investor's own name, with tailor-made allocation, ongoing monitoring, preservation of liquidity and coordination with legal and tax advisors.
Professional asset management
Corporate and holding cash management, with cash-flow analysis, a prudent allocation strategy, implemented via a Swiss custodian bank, reporting and monitoring of liquidity needs.

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Location

Quai Gustave-Ador 62
1207 Geneva

At a glance

Legal form
Corporation
UID
CHE-155.916.305
Founded
2020 · 6 years
Last commercial register change
February 4, 2026
Employees
1 to 10

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