FS Finance Suisse AG

Overview

F1 | FS Finance Suisse AG operates under the Finance Suisse name and provides wealth planning and management services for ultra-high-net-worth individuals. The firm manages the financial and personal affairs of a senior principal’s family while serving other ultra-high-net-worth individuals and families.¹

Finance Suisse works with families connected to international businesses and complex asset-holding structures. Its multidisciplinary, multilingual team seeks to understand each client’s personal and business objectives and support both wealth growth and broader personal goals.¹

History

An LEI registry record identifies FS Finance Suisse AG as an active Swiss company created on August 31, 2005.³

Services

Finance Suisse reports experience with complex domestic and international real estate transactions, private equity transactions, and matters spanning a broad range of private and commercial areas.¹

What the firm offers

• Financial planning
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves ultra-high-net-worth individuals and families, including families with international businesses and intricate ownership structures.¹

Approach

Finance Suisse describes itself as an independent boutique investment house. It says its boutique structure enables the firm to act quickly on complicated mandates while avoiding conflicts of interest.¹

Regulatory Status

FS Finance Suisse AG appears on FINMA’s list of portfolio managers authorised by FINMA and supervised by OSFIN Organisation de surveillance financière.²

FAQs

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Sources

1. Finance Suisse official website
2. FINMA list of authorised portfolio managers
3. LEI record for FS Finance Suisse AG

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.