Independent asset manager · Genève
Agence Suisse Du Patrimoine
Agence Suisse Du Patrimoine SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-198.664.342 · Supervisory organisation : OSIF · checked on 16 October 2026
IDE/UID CHE-198.664.342 · Supervisory organisation : OSIF · checked on 16 October 2026
Address : Rue Rodolphe-Toepffer 8, 1206 Genève
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Independent
- yes
- Office
- Genève
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 | OSIF – Organisme de surveillance des instituts financiersSource : FINMA, 16 October 2026 |
| UID number | CHE-198.664.342Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | Rue Rodolphe-Toepffer 8, 1206 GenèveSource : Commercial register (Zefix) |
Not yet published by the firm : phone, website, activity (google), google listing, accessibility, minimum investment, fee model, assets under management, languages, founded, team, non-resident clients, US persons, custodian banks. Add it
Purpose in the commercial register
l'activité de gérant de fortune indépendant, au sens de la Loi sur les établissements financiers (LEFin); l'activité d'intermédiaire indépendant en assurances et conseil en matière d'assurances; l'analyse, le diagnostic concernant la gestion de patrimoine globale; la préconisation et l'intermédiation de support d'épargne, sans encaissement de fonds de tiers; l'intermédiation financière et l'accompagnement concernant les déclarations fiscales; et le courtage de produits financiers.Source : Zefix
Location and opening hours
Rue Rodolphe-Toepffer 8, 1206 Genève
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
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