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DirectoryFinance & InsuranceExternal Asset ManagementGenevaMONREY SA
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MONREY SA

Summary

About the company

Monrey SA is a financial services company accredited by the Swiss Financial Market Supervisory Authority (FINMA). The company's core activity is to accompany and support clients in financial matters, as indicated by the menu item 'Accompagnement'. It is likely a wealth management or family office offering individual financial solutions.

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Products & services

Industry:External Asset Management
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✓ Offered8
Wealth Management
Wealth management for families, executives and entrepreneurs, with wealth analysis, financial planning, asset allocation, discreet co-investment and long-term follow-up.
Comprehensive Wealth Advisory
Advisory integrating economic, civil, social, tax and retirement planning aspects, with client discovery, wealth analysis and bespoke structuring.
Alternative Investments
Alternative investment solutions in infrastructure, real estate, private equity and private debt, accessible via certificates or SPVs issued and managed by the company.
Sustainable Investing
Selection of investments integrating ISR and ESG criteria, with funds labelled SFDR 8 or SFDR 9 and consideration of sustainability.
Financial Planning
Personalized financial planning to fund studies, property acquisition, retirement, marriage, family and wealth transfer.

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Location

Rue du Mont-Blanc 14
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-323.193.578
Founded
2024 · 2 years
Last commercial register change
January 8, 2026
Employees
11 to 20

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