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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSwiss Finance Management International SA
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Verified· 3 sources

Swiss Finance Management International SA

Summary

About the company

The core activity of Swiss Finance Management International SA is wealth management and the provision of financial services to High Net Worth Individuals (HNWI), institutions and companies. This includes in particular: wealth management and planning, tax consulting and planning, investment consulting and management, portfolio management and analysis, real estate management, and institutional sales activities. The company also offers specialized services such as succession planning, asset valuation and risk management.

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Offering

Products & services

Industry:External Asset Management
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Wealth and tax consultancy
Wealth assessment, wealth planning, tax consultancy and estate planning for UHNWIs and institutions, with tailored strategies adapted to client objectives and international jurisdictions.
Investment
Investment analysis and management, portfolio audit, discretionary management, advisory management and access to real estate investment opportunities.
Institutional sales
Tailor-made investment solution for institutional and discerning investors, with portfolio optimisation, real-time monitoring and technology-based management support.
SFM Club Deal
Investment access via club deal structure, presented as a separate service on the website.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Rue Maurice 1-3
1204 Geneva
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.780.164
Founded
2007 · 19 years
Last commercial register change
November 24, 2025
Employees
1 to 10

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