Suntrust Investment Co. SA

Overview

Suntrust Investment Co SA is an independent wealth manager and multi-family office based in Geneva. Its family-office service has been central to the business since 1983.

History

Suntrust has operated since 1983, with family-office services at the center of its business.

Leadership

François Sunier serves as Chairman of the Board. Board Directors are Philippe Reiser, Dr. Michel Donegani, José Galeano, and Christophe Favre.

Pascal Archimi is President-CFA. Nicolas Bigler and Frank Woodtli are Senior Vice Presidents-CWMA; Pierre-Arnaud Oth and Francine Schwab are Vice Presidents; Sabine Albert Früh is Officer Private Banking; and Marie-Lou Pinto is Administrative Assistant.

Services

Suntrust structures, manages, and consolidates financial and non-financial assets, including real estate, works of art, private-equity holdings, and private collections. Its family-office work incorporates wealth, tax, and estate planning with a long-term, multigenerational perspective.

The firm provides personalized wealth management supported by in-house analysts who design and implement tailored financial strategies. Suntrust also identifies alternative investments through specialist partners and experts, including opportunities in innovation-focused sectors.

What the firm offers

• Tax planning
• Estate planning
• Private and alternative investments
• Cross-border planning

Client Focus

Suntrust’s family-office service covers the structuring, management, and consolidation of financial and non-financial assets, including real estate, works of art, private-equity holdings, and private collections. Its approach incorporates wealth, tax, and estate planning from a long-term, multigenerational perspective.

Approach

Suntrust says its investment philosophy emphasizes capital preservation, asset quality, and liquidity. The firm describes its core principles as rigor, discretion, and independence, with strategies focused on protecting and sustainably growing client wealth.

The firm works with an international network of first-tier custodian banks and states that it follows Swiss professional and legal standards, including AMLA, FinSA, and FinIA.

Regulatory Status

FINMA’s current list identifies Suntrust Investment Company SA in Genève as an authorized portfolio manager supervised by AOOS, Schweizerische Aktiengesellschaft für Aufsicht.

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This guide helps compare Swiss multi-family offices by ownership, services, and client focus. It gives a family considering a Geneva adviser context for assessing tax planning, estate planning, private investments, and cross-border needs within Switzerland's regulatory setting.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may fit cross-border asset planning, succession, and family governance. They can help an internationally connected family prepare questions about jurisdictions, tax coordination, trustees, and estate structures when reviewing a Geneva wealth manager.

• GuideMFO vs SFO vs virtual family office

  This comparison outlines differences among multi-family offices, single-family offices, and virtual models. A business owner or family can use it to consider which structure fits its desired level of control, internal resources, privacy needs, and access to investment and planning expertise.

• GuideData privacy and security with an MFO

  This resource covers practical questions about confidentiality, information handling, cybersecurity, and oversight when working with a multi-family office. Families sharing tax, estate, investment, and cross-border records can use it to frame due diligence discussions with a prospective Swiss adviser.

• Similar firmsAltrana Advisory AG
  Amendris AG
  BodmerLyhs & Partners Ltd.

  Profiles of Altrana Advisory AG, Amendris AG, and BodmerLyhs & Partners Ltd. provide additional points of comparison among firms serving private clients in Switzerland. Reviewing their stated services and client focus can help a family clarify which capabilities matter for tax, estate, investment, and international planning.

Sources

1. Suntrust Investment Co SA
2. Suntrust team
3. FINMA authorized 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.