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DirectoryFinance & InsuranceExternal Asset ManagementSavosaRoyalfid SA
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Royalfid SA

Summary

About the company

Royalfid SA is authorized by FINMA as an individual asset manager and provides tailored asset management, portfolio monitoring and financial advisory services to private clients and institutional counterparties. The firm uses machine learning techniques in its investment approach and runs an ARP project to support curators in verifying and managing asset compliance with the OABCT ordinance.

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Products & services

Industry:External Asset Management
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Wealth management
Tailored wealth management solutions, with customized investment management mandates for private clients and institutional counterparties; coverage of multiple investable asset classes.
Wealth monitoring
Portfolio monitoring, continuous control of risk, performance and expenses, with active supervision of the client’s consolidated wealth situation.
Financial advisory
Advice for active investors, with periodic portfolio analysis reports and personalized investment suggestions, while management remains with the client.
ARP project
Wealth analysis for curators and curatorships, verification of compliance with the Federal Ordinance OABCT, conversion proposals and personalized management.

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Location

Via Cantonale 20
6942 Savosa

At a glance

Legal form
Corporation
UID
CHE-293.570.088
Founded
2024 · 2 years
Last commercial register change
March 20, 2026
Employees
1 to 10

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