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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAssetrust SA
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Assetrust SA

Summary

About the company

The core activity of Assetrust SA is investment consulting and wealth management for private clients, small and medium-sized enterprises (SMEs) and family offices. The company offers services such as investment and pension consulting, asset management and administration, and targets customers in Switzerland and internationally.

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Products & services

Industry:External Asset Management
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Advisory and guidance for private clients
Advice and guidance in the areas of finance, organisation and administration for private individuals, including investment advice, reporting, and support with administrative and banking documents.
Financial and organisational advisory for SMEs
Advice and guidance in the areas of finance, organisation and administration for SMEs, with financial management, structuring advice, transformation projects and administrative support.
Financial and organisational advisory for family offices
Advice and guidance in the areas of finance, organisation and administration for family offices, with bank relationships, governance, generational succession planning and support with assets.

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Location

Quai de l'Ile 15
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-246.903.936
Founded
2022 · 4 years
Last commercial register change
March 11, 2022
Employees
1 to 10

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