MSM Investment Advisors S.A.

Overview

MSM Investment Advisors SA is a Geneva-based multi-family office serving global families through wealth management, business advisory, family-office services and consolidated reporting. The firm’s teams in Geneva and Dubai report more than a century of collective service to global families.¹

History

Milan S. Morjaria founded MSM in Geneva in March 2010. The firm expanded to Dubai in August 2020, extending its international presence.¹

Timeline

1. 2010Morjaria founded MSM in Geneva in March 2010.
2. 2020The firm expanded to Dubai in August 2020, extending its international presence.

Leadership

Milan S. Morjaria is Founder and Executive Director. MSM says he brings more than 38 years of global financial-markets experience. Its board includes J. Rodney Allen, Colin Woolcock, John Bottomley and Muwaffak Bibi as Non-Executive Directors.¹

Services

MSM helps affluent families manage wealth, transitions, legacies and charitable foundations. Its advisory work includes cross-border structuring, tax and regulatory matters, and international business, estate and philanthropic issues. The firm also provides consolidated reporting and broader business-advisory support.¹

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Cross-border planning

Client Focus

The firm serves global families and reports that its families’ collective net worth exceeds USD 5 billion across three continents.¹

Approach

MSM combines asset allocation with high-conviction investment themes. It aligns recommendations with each client’s goals, risk appetite, tax position and personal circumstances. The firm states that its compensation is based solely on the value it delivers to the families it serves.¹

Regulatory Status

FINMA’s published list identifies MSM Investment Advisors SA as a licensed portfolio manager supervised by Organisme de Surveillance des Instituts Financiers (OSIF).²

FAQs

Related resources

• LocationMultifamily offices in Geneva

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• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may support cross-border asset planning, succession, and family governance. They can help global families prepare informed questions about tax coordination, legal structures, and the role a Geneva based adviser may play alongside trustees and other professionals.

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• GuideOutsourced CIO vs multifamily office

  This resource compares outsourced chief investment officer arrangements with multi-family office services. It helps readers consider whether they mainly need portfolio strategy and oversight, or a broader relationship that also addresses tax planning, philanthropy, family administration, and cross-border matters.

• Similar firmsAmmer Capital AG
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  Profiles for Ammer Capital AG, Eurotrust Family Office AG, and Helvetia Investment Advisors SA provide nearby comparison points. Reviewing these firms alongside MSM Investment Advisors SA can help a Geneva based family or business owner compare service mix, client focus, and approaches to international wealth management.

Sources

1. MSM Investment Advisors SA
2. FINMA, licensed portfolio managers list

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.