HBS SA - Le Family office

Overview

HBS SA is a Geneva-based family office and wealth manager founded in 2003. The firm reports that it is fully independent and administers and invests private wealth for Swiss and international clients.¹²¹⁴

History

Hervé Benzakein co-founded hbs in 2003 and serves as a Founding Partner. Philippe Hancock is also a Founding Partner.¹⁹¹⁰

Leadership

- Hervé Benzakein, Founding Partner - Philippe Hancock, Founding Partner - Daniel Biderbost, Group COO & Partner - Andrea Laurent, Chief Investment Officer, responsible for strengthening the firm’s investment business - Julien Ménard, Partner & Head of Private Markets^910111213

Services

HBS provides family-office services focused on administering family wealth and supporting the protection and intergenerational transmission of assets. Its wealth-management service is designed to support secure, dynamic long-term growth through a comprehensive approach.³⁴

The firm says it analyses clients’ circumstances and long-term family goals before presenting tailored wealth-administration and investment solutions.²

What the firm offers

• Administration and bill pay
• Cross-border planning

Client Focus

HBS reports serving Swiss and international clients through a global network of expertise. Its multi-family-office clients benefit from the experience the team develops across its client base.⁷¹⁴

Approach

HBS describes its approach as built around transparent relationships, efficient procedures, cost control, and long-term relationships with clients and partners. The firm also reports an international network of specialist partners that supports client needs.⁶⁸

Regulation

HBS states that it holds a portfolio manager’s licence under the Swiss Financial Institutions Act and is supervised through AOOS, a FINMA-authorised supervisory organisation. FINMA’s published list of licensed portfolio managers and trustees includes HBS SA in Geneva, supervised by AOOS.¹⁵¹⁶

FAQs

Related resources

• LocationMultifamily offices in Geneva 3

  This Geneva directory gives a broader view of firms serving families and business owners in the region. It can help you compare how local providers describe administration, bill pay, and cross-border planning before deciding which questions to raise with HBS SA or another adviser.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers practical guides on international trusts and cross-border asset planning. A reader with Swiss and international connections can use these materials to understand common structures, terminology, and planning issues to discuss when assessing administration and cross-border planning support.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its articles can help you consider governance, administration, and adviser coordination needs, then frame those priorities when speaking with a Geneva based wealth manager serving Swiss and international clients.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point on developments and themes affecting multifamily offices. Reading it can help families and business owners identify topics to ask about, including service scope, international coordination, and the practical administration involved in managing household or business affairs.

• Similar firmsACE International
  Altrana Advisory AG
  Ammer Capital AG

  Profiles of ACE International, Altrana Advisory AG, and Ammer Capital AG offer nearby comparison points on this site. Reviewing their stated services and client focus can help a prospective client prepare a shortlist and distinguish which questions matter most for administration, bill pay, and cross-border planning.

Sources

1. HBS SA history
2. HBS SA
3. Family office services
4. HBS SA services
5. HBS SA
6. HBS SA approach
7. HBS SA clients
8. HBS SA network
9. HBS SA team
10. HBS SA team
11. HBS SA team
12. HBS SA team
13. HBS SA team
14. HBS SA profile
15. HBS SA FinSA brochure
16. FINMA list of licensed portfolio managers and trustees

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.