Independent asset manager · Genève
Accurate Wealth Management
ACCURATE WEALTH MANAGEMENT SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-132.739.699 · Supervisory organisation : AOOS · checked on 16 October 2026
IDE/UID CHE-132.739.699 · Supervisory organisation : AOOS · checked on 16 October 2026
Address : quai de l'Ile 15, 1204 Genève
Phone : +41 79 212 10 42
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Founded
- 2012
- Independent
- yes
- Office
- Genève
- Google listing
- managed by the firm
Profile being documented: only public register data is available so far. The firm can complete its profile free of charge.Complete the profile
Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | AOOS – Schweizerische Aktiengesellschaft für AufsichtSource : FINMA, 16 October 2026 |
| UID number | CHE-132.739.699Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | quai de l'Ile 15, 1204 GenèveSource : Commercial register (Zefix) |
| Phone | +41 79 212 10 42Source : accuratewealth.ch/, 17 October 2026 |
| Website | accuratewealth.chSource : accuratewealth.ch/, 17 October 2026 |
| Activity (Google) | Institution financièreSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
| Accessibility | Entrée accessible en fauteuil roulantSource : Google Maps, 17 October 2026 |
| Founded | 2012Source : accuratewealth.ch/, 17 October 2026 |
| Team | 6-20 peopleSource : accuratewealth.ch/, 17 October 2026 |
Not yet published by the firm : minimum investment, fee model, assets under management, languages, non-resident clients, US persons, custodian banks. Add it
Services
- Wealth planning
- Succession
Team and history
- Founded in 2012
- Team : 6-20 people
Purpose in the commercial register
la gestion de fortune ainsi que le conseil en placement pour portefeuilles individuels, en tant que gestionnaire de fortune au sens des articles 17 al. 1 et 19 de la Loi sur les établissement financiers (LEFin). La société peut effectuer toute opération se rapportant directement ou indirectement à son but.Source : Zefix
Location and opening hours
quai de l'Ile 15, 1204 Genève · Open in Google Maps
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- accuratewealth.ch/ (17 October 2026)
Claim this profile
Do you represent this firm? You can claim the profile, correct a fact or ask for it to be removed (handled within 72 hours).