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DirectoryFinance & InsuranceExternal Asset ManagementGenevaOvan Capital SA
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Ovan Capital SA

Summary

About the company

The core activity of Ovan Capital SA is wealth management and investment advisory services for affluent Swiss and international clients. Specifically, the company offers three services: 1. Discretionary Management Mandate: Ovan Capital manages the client's portfolio on their behalf, with the client delegating the management of their portfolio. 2. Advisory Mandate: Ovan Capital provides advisory services where clients actively participate in managing their investments and Ovan Capital provides the necessary market information to make decisions. 3. Audit of Portfolio Management: Ovan Capital offers a review of wealth management, where clients can leverage Ovan Capital's expertise to review their existing wealth management provided by other providers.

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Industry:External Asset Management
✓ Offered3
Asset management
Asset management for high-net-worth Swiss and international clients, including portfolio management mandates and management of portfolios deposited at a banking institution.
Investment advisory
Investment advisory for clients who want to participate actively in managing their investments, with market information, order transmission to the bank and execution monitoring.
Portfolio management audit
Independent audit of portfolios entrusted to banks or external asset managers, with a detailed report on compliance, risk-return analysis and fees.

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Location

Rue François-Bonivard 10
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-274.268.186
Founded
2024 · 2 years
Last commercial register change
March 22, 2024
Employees
1 to 10

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