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DirectoryFinance & InsuranceExternal Asset ManagementGenevaPENTA ASSET MANAGEMENT SA
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PENTA ASSET MANAGEMENT SA

Summary

About the company

The core activity of Penta Asset Management is the provision of financial services, particularly in the areas of: Portfolio Management: management of assets for private individuals and institutions, Investment Advisory: investment advice and brokerage, and Family Office Services: comprehensive asset management and support for families and private individuals. The company offers these services from its locations in Geneva and Monaco.

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External Asset Management
✓ Offered3
Portfolio Management
Portfolio management services for individuals and families, with investment strategy, diversified asset allocation, open-architecture investment selection, risk management and transparent reporting.
Investment Advisory
Advisory services for clients involved in investment decisions, with personalised guidance across all asset classes, aligned to investment profile, reference currency, risk tolerance and objectives.
Family Office Services
Family office services and wealth planning, including real estate administration and supervision, relocation support, residence permits, tax and legal advisers, trust creation, art collection management, philanthropy and succession planning.

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Location

Rue du Vieux-Collège 10 BIS
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-115.577.467
Founded
2010 · 16 years
Last commercial register change
March 1, 2024
Employees
21 to 50

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