PrimeGate SA

Overview

PrimeGate SA provides investment advisory, wealth-management and family-office services. The firm describes itself as independent and focuses on developing solutions around each client’s objectives.¹⁹¹⁰

History

Karim Traboulsi founded PrimeGate in 2010 and serves as Managing Director. Louis Delaveau joined the firm in 2023 as Managing Director. PrimeGate says Traboulsi brings 40 years of wealth-management experience and Delaveau brings 40 years of banking experience.²³⁴

Timeline

1. 2010Karim Traboulsi founded PrimeGate in 2010 and serves as Managing Director.
2. 2023Louis Delaveau joined the firm in 2023 as Managing Director.

Leadership

- Karim Traboulsi, Managing Director and Founder² - Louis Delaveau, Managing Director³

Services

PrimeGate offers discretionary asset management based on an agreed investment profile covering objectives, currency, time horizon, liquidity needs and risk tolerance.⁵

Its advisory asset-management mandate requires the client’s approval before each investment is sent to the bank for execution.⁶

The firm’s family-office services include global asset allocation, custodian and specialist selection, account consolidation and ongoing reviews focused on the family. PrimeGate also guides clients in selecting service providers according to their family and business needs.⁷⁸

PrimeGate reports that it has selected 9 banks as potential service providers according to its stated criteria, while also working with a provider chosen by the client.¹¹

What the firm offers

• Investment management

Client Focus

PrimeGate works with clients seeking tailored investment advice, discretionary management or coordinated family-office support. The firm says it maintains close client relationships to understand objectives and develop solutions suited to each situation.¹⁰

Approach

PrimeGate describes its approach as independent, transparent and confidential, with an emphasis on aligning the firm’s interests with those of its clients.⁹

Regulatory Status and Affiliations

PrimeGate says it is authorised by FINMA as a portfolio manager under licence G01409044 and supervised by AOOS. FINMA’s authorised-manager list identifies PrimeGate SA in Geneva as an authorised asset manager supervised by AOOS.¹²¹³

The firm says it is affiliated with the Swiss Association of Wealth Managers and Ombud Finance Switzerland.¹⁴

FAQs

Related resources

• LocationMultifamily offices in Geneva

  This Geneva-focused page helps a family or business owner place PrimeGate SA within the local advisory market. It provides a starting point for comparing Geneva firms that offer investment management and work with private clients, families, or operating businesses.

• GuideMultifamily office services

  This overview explains the services a multifamily office may provide, including investment management and related advisory work. A reader can use it to clarify which responsibilities to discuss with PrimeGate SA when assessing support for family assets or business-owner wealth.

• GuideHow to choose a multifamily office

  This guide outlines questions to consider when reviewing a multifamily office, such as client fit, investment approach, reporting, and governance. Those points can help a Geneva family or business owner prepare focused discussions with PrimeGate SA about its investment-management services.

• GuideMultifamily office fees

  This fees page describes common ways multifamily offices may charge for investment management and other work. Reviewing the categories can help a prospective PrimeGate SA client ask how costs are calculated, what services are included, and which expenses may be separate.

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  These profiles of 1875 Finance SA, 3T Family Office Ltd, and Afschrift give readers nearby reference points on this site. Comparing their locations, client focus, and listed services with PrimeGate SA can help a family or business owner structure initial research.

Sources

1. PrimeGate SA
2. PrimeGate SA founders
3. PrimeGate SA founders
4. PrimeGate SA founders
5. PrimeGate services
6. PrimeGate services
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8. PrimeGate services
9. PrimeGate values
10. PrimeGate values
11. PrimeGate custodian banks
12. PrimeGate affiliations
13. FINMA authorised-manager list
14. PrimeGate affiliations

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.