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Directory · Geneva

Wealth management in Geneva

19th-century buildings on the Rhône in Geneva, where many wealth managers have their offices
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549 results

NameTownLicenceSupervisionPhone
Blackden FinancialCollonge-BelleriveIndependent asset managerOSIF+41 22 755 08 00
Jupiter Wealth AdvisorsGenèveMulti-family officeSO-FIT+971 4 558 4099
Adn FinanceGenèveIndependent asset managerSO-FIT+41 22 575 87 47
ALAF CapitalGenèveIndependent asset managerAOOS+41 22 566 88 84
Aliter InvestGenèveIndependent asset managerSO-FIT+41 22 566 23 60
Alpha Blue Sky ManagementGenèveIndependent asset managerSO-FIT—
Alston CapitalGenèveIndependent asset managerSO-FIT+41 22 322 22 90
ARQX CapitalGenèveIndependent asset managerOSIF—
Bbgi GroupGenèveIndependent asset managerFINMA (direct supervision)+41 22 595 96 11
Primis Investment (Suisse)GenèveIndependent asset managerSO-FIT+41 22 570 60 80
Synchrony Asset ManagementGenèveIndependent asset managerFINMA (direct supervision)+41 22 350 52 00
2C AdvisorsGenèveIndependent asset managerSO-FIT+41 22 539 4456
AbelooGenèveIndependent asset managerOSIF+41 22 700 92 92
BedrockGenèveIndependent asset managerAOOS+41 22 592 54 55
CHF CapitalGenèveMulti-family officeSO-FIT+41 22 552 5380
DeaconCapital (Suisse)GenèveIndependent asset managerAOOS—
Efficient Frontier InvestingGenèveIndependent asset managerOSIF+41 22 556 11 26
Fransad GestionGenèveIndependent asset managerAOOS+41 22 807 25 25
Freedom CapitalCarouge GEIndependent asset managerOSIF+41 (0) 22 735 91 81
Garda Capital PartnersGenèveIndependent asset managerFINMA (direct supervision)+1-612-330-4900
GlobalView InvestmentsGenèveIndependent asset managerAOOS+41 22 319 20 00
Ninety-Six PartnersGrand-LancyIndependent asset managerOSIF+41 22 827 86 96
SteervestGenèveMulti-family officeSO-FIT—
Swiss Financial PartnersLe Grand-SaconnexMulti-family officeSO-FIT+41 22 512 06 60
ThematicaGrand-LancyIndependent asset managerFINMA (direct supervision)+41 (0)22 788 02 00
Alpstone Capital (Suisse)GenèveIndependent asset managerFINMA (direct supervision)—
Altitude Investment SolutionsGenèveIndependent asset managerOSIF—
Amadeus CapitalGenèveIndependent asset managerFINMA (direct supervision)+41225442525
AppletreeGenèveIndependent asset managerAOOS—
Arcora GestionGenèveIndependent asset managerAOOS+41 (0)22 321 60 15
Axios TrusteesGenèveTrusteeSO-FIT—
BlueDotGenèveIndependent asset managerFINMA (direct supervision)+14245005182
BSR Black Swan ResilienceChêne-BourgIndependent asset managerFINMA (direct supervision)+41 22 348 14 17
Decalia CapitalGenèveIndependent asset managerSO-FIT—
Denarius Conseils & GestionGenèveIndependent asset managerAOOS+41 22 707 08 90
FFM GestionGenèveMulti-family officeAOOS—
Galapagos AdvisoryGenèveIndependent asset managerAOOS+41 22 552 03 37
GENVIL Wealth management and ConsultingGenèveIndependent asset managerSO-FIT(+41) 22 716.03.00
Gorilla Asset ManagementGenèveMulti-family officeOSIF+41 22 776 24 54
MARS CapitalGenèveIndependent asset managerAOOS—
Mecta CapitalGenèveIndependent asset managerSO-FIT+41 22 510 12 54
Opal Investment ServicesGenèveIndependent asset managerOSIF—
Providenzia Wealth ManagementGenèveMulti-family officeSO-FIT+41 22 989 55 61
Quaero CapitalGenèveIndependent asset managerFINMA (direct supervision)—
RJ ManagementGenèveMulti-family officeAOOS+41 22 888 00 50
TBH Global Family OfficeGenèveMulti-family officeOSIF—
Vigama CapitalGenèveIndependent asset managerFINMA (direct supervision)+41 22 593 97 06
Vulcan Assets ManagementGenèveIndependent asset managerOSIF+41 22 320 06 34
WM CapitalGenèveMulti-family officeOSFINcontrol—
Alliance PartnersGenèveIndependent asset managerOSIF+41 22 715 00 70
Alphemy CapitalGenèveIndependent asset managerFINMA (direct supervision)—
AMP PartnersGenèveIndependent asset managerSO-FIT—
Ariaan FinanceGenèveIndependent asset managerOSIF+41 22 510 21 50
ArkaimGenèveMulti-family officeOSIF—
Asteria Investment ManagersGenèveIndependent asset managerFINMA (direct supervision)—
Aston CapitalGenèveIndependent asset managerAOOS+41 22 555 00 00
DCM SystematicGenèveIndependent asset managerFINMA (direct supervision)+41 22 596 79 00
Elite Asset ManagementGenèveIndependent asset managerFINMA (direct supervision)+41 22 512 30 00
GestrustGenèveTrusteeSO-FIT+41 22 731 57 70
GloballyGenèveIndependent asset managerSO-FIT—
LakeRock CapitalGenèveIndependent asset managerFINMA (direct supervision)+41 (0)22 301 70 01
Mt Fort AdvisersGenèveIndependent asset managerSO-FIT—
NR & CieChâtelaineIndependent asset managerSO-FIT+41 (0)22 320 64 12-13
Ordia GestionGenèveIndependent asset managerOSIF+41 22 810 12 04
Pinotage TrusteesGenèveTrusteeOSIF+41 (0)22 731 63 49
Prysm GestionChâtelaineIndependent asset managerSO-FIT—
Sept FinanceGenèveIndependent asset managerAOOS+41 22 748 77 77
Valoris GestionGenèveIndependent asset managerSO-FIT+ 41 (0) 22 735 08 40
Wealtheon S.A. (Switzerland)GenèveIndependent asset managerAOOS+41 22 320 47 40
720 AMChâtelaineIndependent asset managerOSIF—
Advantage Family Office ServicesGenèveMulti-family officeSO-FIT—
AFS Trustee SwissCarouge GETrusteeSO-FIT—
Agave AdvisorsGenèveIndependent asset managerSO-FIT—
Agence Suisse Du PatrimoineGenèveIndependent asset managerOSIF—
AionTEC Capital PartnersGenèveIndependent asset managerOSIF—
Alana CapitalGenèveMulti-family officeSO-FIT—
Alba Investment PartnersGenèveIndependent asset managerFINMA (direct supervision)—
Alex Morgenbesser - YekaraGenèveIndependent asset managerAOOS—
Allina Family OfficeVersoixMulti-family officeOSFINcontrol+41 22 732 47 22
Alpha Curve InvestmentsGenèveIndependent asset managerOSIF—
Alpine Capital PartnersGenèveMulti-family officeSO-FIT—
Altor Capital ManagementGenèveIndependent asset managerSO-FIT—
AmerysGenèveIndependent asset managerAOOS—
AMS - Asset Management Services (Suisse)GenèveIndependent asset managerAOOS—
And Private WealthGenèveIndependent asset managerAOOS—
AntecimeGenèveIndependent asset managerOSIF—
Arilynch FinanceMeyrinMulti-family officeAOOS+41 22 751 8330
Artemis Wealth ManagementGenèveIndependent asset managerOSIF—
Artha FinanceGenèveIndependent asset managerSO-FIT—
Arya Banque PrivéeGenèvePrivate bankFINMA (direct supervision)—
AS Investment ManagementGenèveIndependent asset managerFINMA (direct supervision)—
Atlantia Wealth ManagementGenèveIndependent asset manager—+41 58 680 6350
Atticus FinanceCarouge GEIndependent asset managerOSIF—
Aurbis CapitalGrand-LancyIndependent asset managerOSIF—
Ava InvestorsGenèveIndependent asset managerOSFINcontrol—
Avides SociétéGenthodIndependent asset managerSO-FIT—
Axiom Alternative Investments SwitzerlandGenèveIndependent asset managerFINMA (direct supervision)—
Balboa Asset ManagementGenèveIndependent asset managerAOOS—
Banque Cantonale de GenèveGenèveBank (wealth desk)FINMA (direct supervision)—
Banque Des Monts BlancsGenèvePrivate bankFINMA (direct supervision)—
Bartu Asset ManagementVandoeuvresIndependent asset managerSO-FIT—
Bauval Investment PartnersGenèveIndependent asset managerAOOS—
Blue Box Wealth ManagementGenèveIndependent asset managerSO-FIT—
Brown OakGenèveMulti-family officeSO-FIT—
BvB and PartnersGenèveIndependent asset managerSO-FIT+41 22 318 20 00
bvo capitalGenèveIndependent asset managerFINMA (direct supervision)—
C-Quadrat (Suisse)GenèveIndependent asset managerOSIF—
Candor Wealth ManagementVersoixMulti-family officeOSIF—
Capital InternationalGenèveIndependent asset managerFINMA (direct supervision)—
Capital Vision Wealth ManagementGenèveIndependent asset managerAOOS—
Capula Investment Management SwitzerlandGenèveIndependent asset managerFINMA (direct supervision)—
Climb VenturesGenèveIndependent asset managerOSFINcontrol—
Cmr Management ServicesVandoeuvresIndependent asset managerOSIF—
Concorde Wealth ManagementGenèveTrusteeSO-FIT—
ConvergenceGenèveIndependent asset managerAOOS+41 22 372 20 00
Corvalier Trust Company (Suisse)GenèveTrusteeSO-FIT—
CQuake Asset ManagementGenèveIndependent asset managerOSFINcontrol—
D&S Capital ManagementGenèveMulti-family officeSO-FIT—
D&S Wealth ManagementGenèveMulti-family officeSO-FIT—
Didisheim FinanceGenèveIndependent asset managerSO-FIT—
EdgeQuest CapitalGenèveIndependent asset managerSO-FIT—
Edmond de Rothschild (Suisse)ChâtelainePrivate bankFINMA (direct supervision)—
ELYSEUM Family OfficeGenèveMulti-family officeAOOS—
EOP & CompagnieGenèveIndependent asset managerSO-FIT—
FAB Private Bank (Suisse)GenèvePrivate bankFINMA (direct supervision)—
FinakeyGenèveTrusteeSO-FIT—
ForvestGenèveIndependent asset managerAOOS+41 22 908 36 36
Fourth Fund ManagementGenèveIndependent asset managerFINMA (direct supervision)—
GADD & Cie SA, LuxembourgGenève 15 AéroportIndependent asset managerOSIF+41 22 799 90 00
Gap, gestion active et personnaliséeGenèveIndependent asset managerAOOS+41 22 321 56 66
GeremantGenèveIndependent asset managerAOOS—
GORDION UPSIDE Wealth ManagementGenèveIndependent asset managerOSIF—
HELMS Family OfficeGenèveMulti-family officeOSIF—
Heron Wealth ManagementCollonge-BelleriveIndependent asset managerSO-FIT—
HmsaGenèveTrusteeOSIF—
Hyposwiss Private Bank GenèveGenèvePrivate bankFINMA (direct supervision)—
Investissements 46GenèveIndependent asset managerAOOS—
JTC (Suisse)Grand-LancyTrusteeOSIF—
JTC Trustees (Suisse)Grand-LancyTrusteeOSIF+41 22 596 33 00
Kahn & Cie Financial ExpertsGenèveIndependent asset managerSO-FIT—
Kairos GestionGenèveIndependent asset managerOSIF—
KarfigestGenèveIndependent asset managerSO-FIT—
KAY CapitalsGenèveIndependent asset managerOSIF—
Keane, Mathez & CieGenèveIndependent asset managerSO-FIT—
KMH SuisseGenèveIndependent asset managerOSIF—
Lakeland Asset ManagementGenèveIndependent asset managerSO-FIT—
LAM Leman Asset ManagementGenthodIndependent asset managerOSIF—
LO PatrimoniaBellevueTrusteeOSIF—
Lobnek Wealth Management Inc., DelawareGenèveIndependent asset managerAOOS—
Lyra Financial WealthGenèveIndependent asset managerSO-FIT+41 22 789 27 27
M & D TrusteesGenèveTrusteeSO-FIT—
M.F.A. FinanceGenèveMulti-family officeAOOS+41 22 322 80 70
MajorelleGenèveIndependent asset managerAOOS+41 78 810 94 24
ManelyGenèveIndependent asset managerSO-FIT—
Mark Kernohan, TrusteeChêne-BourgTrusteeOSIF—
Mauris & CieBernexIndependent asset managerAOOS—
Mistral Wealth ManagementGenèveIndependent asset managerOSIF—
Montebianco Asset & Wealth ManagementGenèveIndependent asset managerFINMA (direct supervision)—
Montec CapitalGenèveIndependent asset managerAOOS—
Montfort Family OfficeGenèveMulti-family officeOSFINcontrol—
MONTIS Asset ManagementGenèveIndependent asset managerAOOS—
Mount-InvestGenèveMulti-family officeAOOS—
NBK Private Bank (Switzerland)GenèvePrivate bankFINMA (direct supervision)—
OakHill Asset ManagementGenèveMulti-family officeSO-FIT+41 22 310 00 86
OakStar Capital PartnersGenèveIndependent asset managerSO-FIT—
Omnia CapitalGenèveIndependent asset managerAOOS—
PATH Invest SwitzerlandGenèveIndependent asset managerOSIF—
PFYN CapitalGenèveIndependent asset managerOSFINcontrol—
Phoenix FinanceGenèveIndependent asset managerOSIF—
Plus OneGenèveMulti-family officeAOOS+41 22 906 80 70
Prime PartnersGenèveIndependent asset managerOSIF—
PrimeGateGenèveIndependent asset managerAOOS—
PrimenestGenèveIndependent asset managerAOOS—
Probus TrusteesGenèveTrusteeAOOS+41 22 906 86 02
Prosperitas Asset ManagementGenèveIndependent asset managerSO-FIT—
PWM Private Wealth ManagersGenèveIndependent asset managerAOOS+41 22 593 87 00
Qaerus FinanceCorsier GEMulti-family officeOSIF—
Quintet CapitalGenèveIndependent asset managerFINMA (direct supervision)—
Reliance CapitalCarouge GEIndependent asset managerAOOS+48732084184
RepositGenèveIndependent asset managerSO-FIT—
SAF & Co Financial ServicesGenèveIndependent asset managerFINMA (direct supervision)—
Senecas CapitalGenèveIndependent asset managerAOOS—
Septimio CapitalGenèveMulti-family officeOSIF—
Sesame Active InvestmentsGenèveIndependent asset managerOSIF—
SGF PartnersGenèveIndependent asset managerSO-FIT—
SGF Surveillance et Gestion FinancièreGenèveIndependent asset managerSO-FIT—
Siliance CapitalGenèveMulti-family officeFINMA (direct supervision)—
Silver Arrow Wealth ManagementGenèveIndependent asset managerSO-FIT—
SimurghConchesIndependent asset managerSO-FIT—
Société d'Administration et de Gestion Atlantas SagaGenèveIndependent asset managerFINMA (direct supervision)—
SogercoGenèveTrusteeOSIF—
Spheric CapitalGenèveMulti-family officeSO-FIT—
Spring InvestmentsGenèveIndependent asset managerFINMA (direct supervision)—
Stephen BerentGenèveIndependent asset managerSO-FIT—
Stouff CapitalVésenazIndependent asset managerOSIF—
StowetrustGenèveTrusteeSO-FIT—
Straight Arrow CapitalGenèveIndependent asset managerSO-FIT—
StratesysGenèveIndependent asset managerAOOS—
SwissgestGenèveIndependent asset managerSO-FIT+41 44 707 95 19
SwissIndependent TrusteesGenèveTrusteeOSIF—
Taula Capital Management (Switzerland)GenèveIndependent asset managerFINMA (direct supervision)—
Ten Edges CapitalChoulexIndependent asset managerOSIF—
The House Of TrustPetit-LancyTrusteeSO-FIT+41 22 809 97 00
The Mathilde Trust CompanyGenèveTrusteeAOOS—
TOTEM Wealth ManagementGenèveIndependent asset managerSO-FIT—
Transalp ServicesChâtelaineIndependent asset managerSO-FIT—
TrustcanadaGenèveTrusteeSO-FIT—
TrustQore (Switzerland)GenèveTrusteeSO-FIT—
Twenty20 TrusteesGenèveTrusteeSO-FIT—
Uniq CapitalGenèveIndependent asset managerOSIF—
Uniq InvestmentsGenèveIndependent asset managerOSIF—
V.l. & Associes, Gerance de FortunesGenèveIndependent asset managerAOOS—
Valex Emc Family OfficeGenèveMulti-family officeAOOS—
Vault Wealth ManagementGenèveMulti-family officeSO-FIT—
W.i.s.e. ManagementGenèveIndependent asset managerSO-FIT+41 22 869 15 15
Wealth-at-RiskGenèveIndependent asset managerSO-FIT—
White Oak Asset ManagementGenèveIndependent asset managerSO-FIT—
WibagestGenèveIndependent asset managerAOOS—
Woodstone CapitalGenèveMulti-family officeSO-FIT+41 22 306 08 06
Z Impact VenturesGenèveIndependent asset managerOSIF—

Order: Partner positions (at most 3, labelled), then most complete profiles, then check date. No quality ranking.

Who may manage wealth in Geneva?

In Switzerland, managing third-party assets on a professional basis requires a FINMA licence. The framework depends on the structure:

This directory only lists institutions that appear in a public FINMA register, with their UID number.

Supervision of the listed firms

SupervisorFirms
AOOS – Schweizerische Aktiengesellschaft für Aufsicht149
OSIF – Organisme de surveillance des instituts financiers100
SO-FIT – Organisme de surveillance pour intermédiaires financiers & trustees161
OSFINcontrol AG10
FINMA (direct)126

Source: FINMA list of authorised institutions, commercial register (Zefix), firms' websites — as of 16 October 2026. Methodology

Minimum investment found in Geneva

Of 549 firms, 6 publish or confirmed a minimum investment to us. The median is CHF 250'000. The others are shown as "not disclosed": we never infer an amount.

Minimum investmentFirms
under CHF 250,0003
CHF 250,000–500,0001
CHF 500,000–1 million0
CHF 1–5 million0
CHF 5 million and over2
not disclosed543

Source: FINMA list of authorised institutions, commercial register (Zefix), firms' websites — as of 16 October 2026. Methodology

Fees found

6 firms publish their fee model. Custodian bank costs (custody fees, brokerage) usually come on top of management fees.

Fee modelFirms
mixed model6
not disclosed543

Source: FINMA list of authorised institutions, commercial register (Zefix), firms' websites — as of 16 October 2026. Methodology

Compare assets-based and flat fees with the calculator

Private bank or independent asset manager?

The main difference is custody: a private bank holds the assets itself, while with an independent asset manager they stay at the custodian bank chosen by the client, the manager holding only a management power of attorney. Both are licensed by FINMA, but the bank is supervised directly by FINMA and the manager by a supervisory organisation. Minimum investments and fee models vary from one firm to another: the profiles and our data show what each one publishes.

Wealth management in Geneva: what to check before choosing a manager

Lump-sum taxation in Geneva: what federal and Geneva law provide

Pensions for expats in Switzerland: state pension, 2nd pillar, pillar 3a and leaving the country

Frequently asked questions

How many wealth managers are licensed in Geneva?

According to FINMA's public list, 549 firms in this category have its registered office in Geneva. Each profile shows the UID number, the licence and the date it was checked.

How do I check that a wealth manager is FINMA-licensed?

FINMA publishes the list of authorised institutions on finma.ch. Search for the firm's name or UID number; for portfolio managers and trustees the list also names the supervisory organisation. Our profiles show that data with its date.

What is the minimum investment to open a mandate?

Each firm sets it freely and many do not publish it. We only show a minimum when the provider publishes or confirms it, with its source; the distribution we found is shown above on this page.

How are wealth managers paid?

Most often through an annual fee as a percentage of assets managed, sometimes a flat fee, hourly fees or a performance fee. FinSA requires the client to be informed of costs and of any retrocession received from third parties before signing.

Does the independent manager hold my assets?

No. With an independent asset manager, the assets stay in an account in your name at a custodian bank; the manager usually holds a power of attorney limited to management.