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DirectoryFinance & InsuranceExternal Asset ManagementGenevaW.I.S.E. MANAGEMENT SA
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W.I.S.E. MANAGEMENT SA

Summary

About the company

The core activity of W.I.S.E. Management SA is wealth management for private clients, including advisory and management of assets, investment advice, asset allocation and the search for solutions that meet the needs of clients, taking into account security, performance and sustainability.

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Industry:External Asset Management
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Asset management
Asset management services on a discretionary mandate basis, with portfolio construction, investment strategy selection, risk monitoring and ongoing adjustments to client objectives.
Financial investment advice
Financial investment advice on an advisory mandate basis, with recommendations on financial instruments while the client makes the final investment decision.
Wealth management mandates
Wealth management mandates adapted to clients’ financial and personal circumstances, with different investment strategies, custodian-bank coordination and best-execution-oriented bank recommendations.

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Location

Hier entsteht die Karte
Rue Pierre-Fatio 15
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-114.839.802
Founded
2009 · 17 years
Last commercial register change
July 6, 2026
Employees
11 to 20

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