Independent asset manager · Collonge-Bellerive
Heron Wealth Management
Heron Wealth Management SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-320.623.134 · Supervisory organisation : SO-FIT · checked on 16 October 2026
IDE/UID CHE-320.623.134 · Supervisory organisation : SO-FIT · checked on 16 October 2026
Address : Chemin de la Gabiule 82, 1245 Collonge-Bellerive
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Independent
- yes
- Office
- Collonge-Bellerive
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 | SO-FIT – Organisme de surveillance pour intermédiaires financiers & trusteesSource : FINMA, 16 October 2026 |
| UID number | CHE-320.623.134Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | Chemin de la Gabiule 82, 1245 Collonge-BelleriveSource : 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
La société opère en tant que gestionnaire de fortune au sens de l'art. 17 LEFin et a pour but toutes activités de gestionnaire de fortune et de conseil en placement, de conseil en matière d'opérations financières, conseils en matière de gestion de fortune et de conseil dans toutes activités économiques, commerciales et immobilières. La société peut, en outre, exercer toute activité en rapport direct ou indirect avec son but.Source : Zefix
Location and opening hours
Chemin de la Gabiule 82, 1245 Collonge-Bellerive
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
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