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DirectoryFinance & InsuranceExternal Asset ManagementSionMartin Gestion SA
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Martin Gestion SA

Summary

About the company

Martin Gestion SA provides asset management services as well as fiduciary (accounting and tax) and real-estate services, including property sales, purchases, rentals and condominium administration. The firm holds FINMA authorization as an asset manager.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
Discretionary wealth management
Active management of your assets according to your investor profile, with portfolio monitoring, proposals for suitable investments and regular reporting on the development of your wealth.
Wealth advisory
Impartial advice and tailored investment solutions for preserving and growing assets, with a structured, independent approach.
Multi-bank consolidation
Consolidation of balances held at multiple banking institutions to provide an overall view of wealth while keeping the depositary banks.
Family office
Family office services with comprehensive support, coordination of wealth, banking and administrative aspects, supported by a specialist team.
Support for wealth preservation and transfer
Long-term support to preserve assets, structure life plans and prepare the transfer of wealth.
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Location

Rue du Scex 21
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-102.381.156
Founded
2000 · 26 years
Last commercial register change
March 10, 2023
Employees
1 to 10

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