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DirectoryFinance & InsuranceExternal Asset ManagementGenevaOptifolio SA
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Optifolio SA

Summary

About the company

The core activity of Optifolio is independent financial consulting and wealth management for local and international high-net-worth individuals. They offer surveillance, guidance and assistance, positioning themselves as a trusted partner who prioritizes their clients' interests.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered2
Asset management advice
Independent advice on managing global wealth for local and international affluent private clients; analysis of performance, offering and fees of existing financial service providers.
Monitoring, guidance and support in wealth management
Surveillance, guidance and assistance for clients dealing with their wealth; support with data analysis, performance comparisons, fee monitoring and adjustment of asset allocation.
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Location

Rue de Saint-Jean 73
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-275.263.783
Founded
2021 · 5 years
Last commercial register change
March 8, 2021
Employees
1 to 10

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