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DirectoryFinance & InsuranceFunds & Investment CompaniesGenevaLobnek Wealth Management Inc., Delaware, succursale de Genève
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Lobnek Wealth Management Inc., Delaware, succursale de Genève

Summary

About the company

Lobnek Wealth Management Inc., Delaware, succursale de Genève provides wealth management and advisory services, including asset management, consolidated financial reporting and wealth planning. The firm serves private clients and corporations and offers liquidity management (Cash+), fundraising support and pre-exit planning.

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Products & services

Industry:Funds & Investment Companies
✓ Offered7
Wealth management
Wealth management for private clients and companies, with personalised wealth strategies, asset management, wealth planning and consolidated financial reporting.
Asset management
Tailor-made asset management strategies aligned with the client’s objectives and designed to preserve wealth and deliver long-term returns.
Wealth planning
Estate planning, international relocation and coordination of legal and tax solutions with the client’s network of specialists.
Financial reporting
Proprietary reporting platform with consolidation of holdings, monitoring of fees and risk surveillance across all asset classes.
Liquidity management for startups (Cash+)
Liquidity solution for funded startups, with multi-currency management, diversification of custodians, real-time visibility and cash control.
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Location

Rue de la Confédération 7
1204 Geneva
Opening hours
Mon
08:00 - 18:30
Tue
08:00 - 18:30
Wed
08:00 - 18:30
Thu
08:00 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Foreign branch
UID
CHE-356.892.648
Founded
2022 · 4 years
Last commercial register change
December 19, 2022
Employees
1 to 10

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