Your Wealth, Our Challenge.
"To create tailored solutions fitting your needs and values"
GFG Groupe Financier de Gestion SA is a Wealth Management specialist,
based in Switzerland since 1999.
Our company offers its clients and partners various services and solutions:
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Discretionary Portfolio mandate
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Investment Advisory mandate
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Tailored investment solutions and financial products (portfolio construction, structured products, etc.)
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Family business management
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Asset Management based on strong convictions
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Trading execution on financial markets
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Funds analysis, macroeconomic and quantitative research
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Assistance with compliance procedures and administrative tasks
Our Philosophy
Commitment
The company has a long experience in wealth management and is committed to build long-term clients relationship, based on trust and professionalism.
To preserve our clients best interest
GFG relationship with various reputable European Banks allows our clients to benefit from attractive banking conditions and facilities.
To answer our clients’ personal needs
We provide them with tailor-made portfolio construction and investment solutions. Our main target is to preserve capital and deliver consistent performance. Our team assists our relationship managers with investment advice, markets analysis, trading execution, compliance and administration services.
Services
The Core Activities of the firm are:
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Wealth Management for High Net Worth Individuals
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Asset Allocation using a Top Down approach and Structured Products to generate decorrelated returns and limit drawdown.
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Actively Managed Certificates for various Asset Classes including Equities, Fixed Income and Alternative Investments
