Independent asset manager · Genève
NextGen Wealth Managers
NextGen Wealth Managers SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-107.370.409 · Supervisory organisation : AOOS · checked on 16 October 2026
IDE/UID CHE-107.370.409 · Supervisory organisation : AOOS · checked on 16 October 2026
- ASG/VSV member
Address : Rue du Mont-de-Sion 8, 1206 Genève
Phone : +41(0)22 319 69 59
Opening hours : Monday 08:30–17:30 … see all
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Assets under management
- CHF 500 million–1 billion
- Founded
- 1991
- 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 | AOOS – Schweizerische Aktiengesellschaft für AufsichtSource : FINMA, 16 October 2026 |
| UID number | CHE-107.370.409Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | Rue du Mont-de-Sion 8, 1206 GenèveSource : Commercial register (Zefix) |
| Phone | +41(0)22 319 69 59Source : nextgen-wm.ch/, 17 October 2026 |
| Website | nextgen-wm.chSource : nextgen-wm.ch/, 17 October 2026 |
| Activity (Google) | BanqueSource : 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 |
| Assets under management | CHF 500 million–1 billionSource : nextgen-wm.ch/, 17 October 2026 |
| Founded | 1991Source : nextgen-wm.ch/, 17 October 2026 |
| Team | 6-20 peopleSource : nextgen-wm.ch/, 17 October 2026 |
Not yet published by the firm : minimum investment, fee model, languages, non-resident clients, US persons, custodian banks. Add it
Team and history
- Founded in 1991
- Team : 6-20 people
- Associations : ASG/VSV
Purpose in the commercial register
La société a pour but la gestion de patrimoines, tous services et conseils en matière financière et immobilière, aussi bien pour son compte que pour celui de tiers. La société pourra par ailleurs réaliser des activités fiduciaires. La société ne pourra prendre des participations que dans d'autres sociétés ayant un but social analogue ou de nature à lui permettre d'atteindre ce but. La Société doit avoir un impact positif important sur la société et l'environnement, dans le cadre de ses activités commerciales et opérationnelles.Source : Zefix
Location and opening hours
Rue du Mont-de-Sion 8, 1206 Genève · Open in Google Maps
| Monday | 08:30–17:30 |
|---|---|
| Tuesday | 08:30–17:30 |
| Wednesday | 08:30–17:30 |
| Thursday | 08:30–17:30 |
| Friday | 08:30–17:30 |
| Saturday | Closed |
| Sunday | Closed |
Source : Google Maps, 17 October 2026
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- nextgen-wm.ch/ (17 October 2026)
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