Directory · Geneva
Independent asset managers in Geneva: US persons accepted
Hyposwiss Advisors
Independent asset manager · Genève
FINMA-licensed · OSIF- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Activity (Google)
- Conseil en investissement
- Address
- Boulevard du Théâtre 10, 1204 Genève
Baseline Wealth Management
Independent asset manager · Genève
FINMA-licensed · OSIF- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Activity (Google)
- Conseil en investissement
- Address
- Rue du Rhône 67, 1207 Genève
Pictet North America Advisors
Independent asset manager · Carouge GE
FINMA-licensed · AOOS- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Activity (Google)
- Institution financière
- Address
- Rue des Noirettes 44, 1227 Carouge GE
| Name | Town | Licence | Supervision | Phone | Contact |
|---|---|---|---|---|---|
| Alpstone Capital (Suisse) | Genève | Independent asset manager | FINMA (direct supervision) | — | Get introduced |
Order: Partner positions (at most 3, labelled), then most complete profiles, then check date. No quality ranking.
How is an independent asset manager licensed?
Since FinIA came into force on 1 January 2020, an independent asset manager must obtain a FINMA licence. It needs, among other things, qualified management, appropriate risk management and internal control, and must guarantee proper conduct of business.
Ongoing supervision is carried out by a supervisory organisation authorised by FINMA, which regularly checks that the licence conditions are met. Client assets stay at a custodian bank, in the client's name.
Towards clients, the manager applies FinSA: information on costs and conflicts of interest, suitability checks, transparency on retrocessions and affiliation with an ombudsman.
Supervision of the listed firms
| Supervisor | Firms |
|---|---|
| AOOS – Schweizerische Aktiengesellschaft für Aufsicht | 1 |
| OSIF – Organisme de surveillance des instituts financiers | 2 |
| FINMA (direct) | 1 |
Source: FINMA list of authorised institutions, commercial register (Zefix), firms' websites — as of 16 October 2026. Methodology
Minimum investment found in Geneva
Few firms publish their minimum investment. We collect it from their website or from them and only show it with its source; until it is confirmed, the profile says "not disclosed". This section will show the distribution as soon as the first data comes in.
Fees found
Most managers charge an annual fee as a percentage of assets managed; others offer a flat fee, hourly fees or a performance fee. Custodian bank costs (custody fees, brokerage) usually come on top. We will publish the fee models found as soon as they are documented.
Compare assets-based and flat fees with the calculator
Private bank or independent asset manager?
The main difference is custody: a private bank holds the assets itself, while with an independent asset manager they stay at the custodian bank chosen by the client, the manager holding only a management power of attorney. Both are licensed by FINMA, but the bank is supervised directly by FINMA and the manager by a supervisory organisation. Minimum investments and fee models vary from one firm to another: the profiles and our data show what each one publishes.
Private bank or independent asset manager: what sets them apart in Geneva
Wealth management in Geneva: what to check before choosing a manager
Frequently asked questions
How many independent asset managers are licensed in Geneva?
According to FINMA's public list, 4 firms in this category have its registered office in Geneva. Each profile shows the UID number, the licence and the date it was checked.
How do I check that a independent asset manager is FINMA-licensed?
FINMA publishes the list of authorised institutions on finma.ch. Search for the firm's name or UID number; for portfolio managers and trustees the list also names the supervisory organisation. Our profiles show that data with its date.
What is the minimum investment to open a mandate?
Each firm sets it freely and many do not publish it. We only show a minimum when the provider publishes or confirms it, with its source; the distribution we found is shown above on this page.
How are wealth managers paid?
Most often through an annual fee as a percentage of assets managed, sometimes a flat fee, hourly fees or a performance fee. FinSA requires the client to be informed of costs and of any retrocession received from third parties before signing.
Does the independent manager hold my assets?
No. With an independent asset manager, the assets stay in an account in your name at a custodian bank; the manager usually holds a power of attorney limited to management.