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DirectoryFinance & InsuranceExternal Asset ManagementNyonErfisa S.A.

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Erfisa S.A.

Summary

About the company

Erfisa SA is primarily engaged in wealth management and provides financial advisory services.

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Products & services

Industry:External Asset Management

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Discretionary portfolio management

Discretionary portfolio management, monitoring of assets, and asset allocation within an independent wealth management logic.

Financial planning

Financial planning, analysis of the asset situation, and organisation of financial objectives with services offered in collaboration with partners.

Mortgage financing

Mortgage financing, sourcing and putting in place real-estate credit solutions offered in collaboration with partners.

Cross-border tax

Cross-border tax support, assistance with tax issues related to international situations, offered in collaboration with partners.

Retirement planning

Retirement planning, advice and coordination of retirement solutions offered in collaboration with partners.

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Location

Chemin du Joran 6A

1260 Nyon

At a glance

Legal form: Corporation
UID: CHE-103.690.654
Founded: 1986 · 40 years
Last commercial register change: April 7, 2025
Employees: 11 to 20

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