Established in 1996, ActivGest S.A. is a Swiss Wealth Management firm based in Geneva, focusing on wealth preservation, succession planning and investment strategy advice as well as portfolio structuring and management. Our main credentials are based on the old-fashioned emphasis on loyalty and integrity.
Key added values:
Recognised expertise & personalized service
Our team of senior bankers and asset managers combine their banking, asset management and corporate finance expertise with an entrepreneurial spirit and a network of global contacts. You are at the center of everything we do; with care, passion and excellence.
Independance & Performance
We listen very carefully to identify your needs, goals and risk tolerances, so as to define a customized investment strategy. We dedicate our expertise to preserve and develop your wealth over time, through tailor-made investments in a combination of asset classes. This is done by independently selecting the most suitable investments in an open architecture model.
Innovation & Creativity
Thanks to our network, we give you access to direct and unique investment opportunities in the mid-sized listed companies and private equity deals. Using our contacts, we help you find the right partner for services requiring third parties (e.g. trust creation, tax planning or real-estate consulting) and will monitor these mandates on your behalf upon request.
Transparency & unbiased advice
Our business model is designed to provide clarity and reassurance. Relationships between you, the bank of your choice and ActivGest are based on transparent agreements and rates.
ActivGest S.A. is a member of
the Swiss Association of Independent Financial Managers (S.A.I.F.A) and the Self-regulating Organisation of Asset Managers (O.A.R.G).