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DirectoryFinance & InsuranceExternal Asset ManagementSionSPI MANAGEMENT SA
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SPI MANAGEMENT SA

Summary

About the company

The core activity of SPI Management SA is wealth management, i.e. asset management for private individuals and companies. This includes services such as asset management, investment consulting, financial advisory, tax & legal planning, family office and real estate. The company offers its clients independent and individual solutions to manage, protect and increase their assets.

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Products & services

Industry:External Asset Management
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Asset Management
Portfolio structure, investment strategy and asset allocation; portfolios managed and optimised on the basis of a risk profile through selected custodian banks.
Financial Advisory
Mandate specifications, account opening support and due diligence preparation; coordination with custodian banks and assistance in choosing the most suitable bank.
Investment Consulting
Assessment of investment targets before capital allocation; support based on information analysis for investment decisions and returns.
Family Office
Wealth and family services for present and future generations; support around family needs, heritage transfer and long-term planning.
Real Estate
Support for financing and transaction structuring, including credit lines, asset-backed debt, residence permits, legal and fiscal supervision, and exclusive deals.

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Location

Avenue Ritz 35
1950 Sion
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-439.900.388
Founded
2012 · 14 years
Last commercial register change
July 13, 2022
Employees
11 to 20

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