Private bank, IAM, family office or trustee? Quiz

A fork in the path in Geneva's Parc des Bastions: choosing the right type of manager — AI-generated illustration

1. Where should your assets be held? At the firm that manages them At a bank of my choice, managed by someone else Not sure

2. What do you need? Investment management Investments and family coordination (succession, administration) A trust structure

3. Do you want a loan against your securities (Lombard) from the same place? Yes No / not important

4. How many families or generations are involved? Me or my couple Several generations

The type of structure that matches your answers

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This result describes a type of firm based on your answers; it is not advice.

Gestion Fortune

Independent directory of FINMA-licensed wealth-management providers in French-speaking Switzerland. We list and compare published facts; we do not provide investment advice or any financial service.

"Partner" positions and introductions are charged to providers at fixed prices, never based on assets.