Denarius Conseils & Gestion SA

Overview

Denarius Conseils & Gestion SA operates as a multi-family office serving families and investors. Its services include portfolio management, fund selection, asset reporting, and analysis of investment costs.¹

Denarius reports that it is an authorized external asset manager supervised by FINMA under Switzerland’s Financial Institutions Act and Financial Services Act. FINMA’s current authorized managers list identifies DENARIUS CONSEILS & GESTION SA in Genève as a licensed wealth manager supervised by AOOS. The firm also says it is an active member of the Swiss Association of Asset Managers, ASG/VSV.²³¹

History

Roberto Falzoni founded Denarius and brings 30 years of experience in private banking, asset management, investments, and capital markets.⁴

Leadership

- Roberto Falzoni, Founder: 30 years of experience in private banking, asset management, investments, and capital markets.⁴ - Pierre Vassart, Chief Investment Officer: 35 years of experience in money management, international corporate finance, and treasury.⁵ - Joaquin Jimenez, Investor Relations lead: Just over 14 years of experience in private banking, asset management, investments, and capital markets.⁶

Services

Denarius manages portfolios, selects funds, prepares consolidated asset reports, and analyzes investment costs. Its portfolio management work includes evaluating and selecting third-party fund managers, along with risk managers for currency, equity, and interest-rate overlays.¹⁷

The firm provides consolidated reports quarterly or monthly. These reports show the total value of family assets using prevailing market prices and exchange rates. Its cost analysis identifies the main investment costs actually paid by investors.⁸⁹

What the firm offers

• Investment management

Client Focus

Denarius serves families and investors through a multi-family office model. The firm builds personalized solutions with diversification across asset classes, currencies, and geographic regions.¹

Approach

Denarius describes its investment style as active, using dynamic asset allocation and frequent portfolio adjustments. It says its objective is to select professional asset and fund managers through an independent and objective process aligned with client interests.¹⁰¹¹

The firm also reports using overlay strategies to protect stock, currency, and bond portfolios when it identifies market risks.¹²

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.