Independent asset manager · Genève
Task Wealth Management
TASK WEALTH MANAGEMENT SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-224.449.053 · Supervisory organisation : SO-FIT · checked on 16 October 2026
IDE/UID CHE-224.449.053 · Supervisory organisation : SO-FIT · checked on 16 October 2026
Address : rue du Rhône 11, 1204 Genève
Phone : +41 22 552 94 94
Opening hours : Monday 09:00–18:00 … see all
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- 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 | SO-FIT – Organisme de surveillance pour intermédiaires financiers & trusteesSource : FINMA, 16 October 2026 |
| UID number | CHE-224.449.053Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | rue du Rhône 11, 1204 GenèveSource : Commercial register (Zefix) |
| Phone | +41 22 552 94 94Source : Google Maps, 17 October 2026 |
| Website | taskwm.comSource : Google Maps, 17 October 2026 |
| Activity (Google) | Siège socialSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
| Accessibility | Entrée accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulantSource : Google Maps, 17 October 2026 |
Not yet published by the firm : 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 a pour but toutes activités et services dans les domaines de la gestion de fortune, du conseil en placements, de l'intermédiation de crédits, du conseil et de la vente immobilière hors de Suisse (pour but complet cf. statuts).Source : Zefix
Location and opening hours
rue du Rhône 11, 1204 Genève · Open in Google Maps
| Monday | 09:00–18:00 |
|---|---|
| Tuesday | 09:00–18:00 |
| Wednesday | 09:00–18:00 |
| Thursday | 09:00–18:00 |
| Friday | 09:00–18:00 |
| 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)
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).