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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGLOBALLY SA
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GLOBALLY SA

Summary

About the company

The company's core activity is asset management, particularly the management of assets for private clients through the creation of tailored financial strategies aligned with the individual needs and goals of the clients. This includes defining risk profiles, selecting investment products, and managing portfolios. The company also provides access to various markets and investment products, including stocks, bonds, structured products, private debt, precious metals, commodities, currencies, and interest rates.

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Products & services

Industry:External Asset Management
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Asset Management
Asset management, customised portfolio solutions, advisory and asset management, trading, tailored risk profiles, wealth preservation, transmission, growth and impact.
External Asset Management
External asset management for high net-worth individuals, with independent, customized services, custodian bank coordination, wealth planning and tailor-made investment solutions.
Wealth Planning
Wealth planning services for clients and families, supporting objective setting, long-term preparation and coordination within the wider wealth-management value chain.
Family Office Services
Family office services for clients and families, integrated with advisory, wealth planning, portfolio consolidation and tailor-made portfolio solutions.
Portfolio Consolidation
Portfolio consolidation of bankable and non-bankable assets, combined with advisory, asset management and reporting-oriented support.

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Location

Rue du Marché 28
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-112.436.646
Founded
2005 · 21 years
Last commercial register change
April 7, 2026
Employees
1 to 10

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