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DirectoryFinance & InsuranceExternal Asset ManagementVandoeuvresCMR MANAGEMENT SERVICES SA
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CMR MANAGEMENT SERVICES SA

Summary

About the company

CMR MANAGEMENT SERVICES SA is an independent wealth manager offering tailor-made discretionary mandates and wealth management services. The company uses an open-architecture approach, invests via selected specialist funds with emphasis on diversification, liquidity and cost minimization, works with reputable Swiss banks as custodians, and is audited and a member of ARIF and ACCESS Group.

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Industry:External Asset Management
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Independent wealth management
Wealth management mandates tailored to the client’s needs, risk profile and investment horizon, with Swiss banks as custodian.
Discretionary wealth management mandates
Tailor-made discretionary mandates defined according to the client’s investment objectives, risk tolerance and investment horizon.
Development of an investment strategy
Defining the investment framework, analysing objectives, risk tolerance and horizon, then building a diversified portfolio.
Portfolio selection and diversification
Investing via specialized funds and sector experts, with diversification across multiple investments and criteria of transparency, liquidity, quality and costs.

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Secure profile

Location

Chemin des Hauts-Crêts 94
1253 Vandoeuvres

At a glance

Legal form
Corporation
UID
CHE-438.485.783
Founded
2016 · 10 years
Last commercial register change
August 6, 2024
Employees
1 to 10

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