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DirectoryFinance & InsuranceExternal Asset ManagementGenevaPrimenest SA
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Primenest SA

Summary

About the company

Primenest SA provides wealth management and multi-single family office services for private clients and families, including relationship management (administration and execution), advisory asset management and discretionary mandates. The firm operates with an open-architecture approach, coordinating external specialists and delivering tailored reporting; it is an authorised asset manager under FINMA supervision and a member of the Swiss Association of Wealth Managers (ASG/VSV).

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Industry:External Asset Management
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Multi-Single Family Office / Wealth Management
Tailor-made wealth management for families and wealthy individuals, with a single point of contact, coordination of external experts, custom reporting and an adapted wealth structure.
Relationship Management – Admin & execution only
Relationship management with efficient administrative procedures at the banks, execution of orders, selection of the custodian banks and coordination without conflicts of interest.
Asset Management – Advisory
Portfolio management with final investment decisions left to the client, definition of the objective, profile and strategy, monitoring and regular reporting.
Asset Management – Discretionary
Discretionary management of bank portfolios, joint definition of objectives and strategy, follow-up of implementation and regular custom reporting.

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Location

Rue de la Cité 1
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-114.857.674
Founded
2009 · 17 years
Last commercial register change
June 18, 2024
Employees
1 to 10

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