Welcome to General Invest (Switzerland) AG, one of Switzerland's leading independent wealth managers: Combining traditional wealth management expertise with extensive knowledge and experience in our client's specific domicile and business environment, General Invest (Switzerland) AG has been conceived to be the ideal solution for wealthy individuals and families. Our status as independent firm is central in this process as it guarantees decision making that serves only the needs and goals of our clients, without conflict of interest. With this clear view and understanding of our client objectives we are able to provide truly integrated solutions to complex financial issues. For you and your family. Mission: In a dynamic world, entrepreneurs and professionals with significant new wealth understand the need to plan today in order to resolve the financial challenges of tomorrow. While having to focus on their core business at home, they want to be certain that the wealth they have created is properly managed. Keeping this in mind, we at General Invest (Switzerland) AG have one single mission: to bring together the best, most unbiased wealth management practices and employ them consistently in the service of growing, protecting and ultimately transferring our client wealth to future generations.
View Top Employees from General Invest (Switzerland) AGWebsite | http://www.gi-switzerland.com |
Revenue | $5 million |
Employees | 22 (22 on RocketReach) |
Founded | 2013 |
Address | 46 Tödistrasse, Zürich, Zurich 8002, CH |
Phone | +41 44 211 00 33 |
Technologies | |
Industry | Banking, Finance General, Finance |
Web Rank | 33 Million |
Keywords | General Invest Switzerland Ag, Gi-Switzerland, Share Premium Account Switzerland, General Invest Italy, Pdf |
Competitors | EFG Bank, Lombard International (USA), Thun Financial Advisors, ZEDRA Group |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular General Invest (Switzerland) AG employee's phone or email?
The General Invest (Switzerland) AG annual revenue was $5 million in 2024.
Felipe De La Rosa is the Partner of General Invest (Switzerland) AG.
22 people are employed at General Invest (Switzerland) AG.
General Invest (Switzerland) AG is based in Zürich, Zurich.
The NAICS codes for General Invest (Switzerland) AG are [523, 52].
The SIC codes for General Invest (Switzerland) AG are [62].