Swiss Finance Management International SA
Firm details
- Headquarters
- Geneva,
- CRD number
- 284408
- Registered since
- November 10, 2016
- Website
- www.swissfim.com
- Fee structure
- Commissions
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Swiss Finance Management International SA is registered as an independent registered investment adviser (SEC-registered since 2016) and is owned by an individual. The firm provides portfolio management services primarily for individuals and small businesses, and serves both individual/family and institutional clients. Its stated fee arrangement is commission-based rather than a pure asset-fee model. The firm does not identify itself as a capital allocator, is not a multi-state adviser, and does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds40%
- Derivatives30%
- Other20%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Carlos El Khoury
CEO & FounderCRD 7895303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Geneva, null
Location
Geneva, null
Headquartered in Geneva, null.
- Address
- Rue Maurice
- Office locations
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