Company Tagline
Choices that matter
Industry Category
Business Keywords
Company Description
NextGen Wealth Managers has been a trusted name in financial services since 1991, providing sustainable solutions for wealth management and legacy preservation. With a commitment to clients, colleagues, and the community, NextGen Wealth Managers combines expertise to deliver personalized and responsible financial planning.
Located at Rue du Mont-de-Sion 8, Genève, 1206, CH, NextGen Wealth Managers specializes in wealth management, financial planning, and responsible investment. The company's dedication to service and inclusive practices sets it apart in the financial sector. NextGen Wealth Managers is driven by good-hearted people wishing to contribute to a better world.
NextGen Wealth Managers is dedicated to providing choices that matter and continuing its legacy of excellence in the financial sector. We invite the management team at NextGen Wealth Managers to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Key Personnel / Employees
Compare Companies Side by Side
Compare NextGen Wealth Managers with 2 companies in Financial-Services
| Comparison Field |
NextGen Wealth ManagersMain Company |
fdp Gestion privéeView Profile |
Altium Wealth Archit...View Profile |
|---|---|---|---|
|
Founded Year
|
— | 1978 | 2013 |
|
Company Size
|
— | 51-200 | 11-50 |
|
City
|
Montréal, Québec | Montreal, Quebec | |
|
Country
|
Canada | ||
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Wealth Management
Financial Planning
Investment Strategies
Legacy Preservation
Responsible Investment
Financial Services
Asset Management
Gestion de patrimoine
Planification financière
Investissement responsable
Service personnalisé
|
6 Total
6 Unique
Unique Skills:
Fiducie familiale
Fiscalité
Fonds d'investissement
Gestion privée
Notariat
Planification de la retraite
|
14 Total
2 Common
12 Unique
Match
18%
Common Skills:
Financial Planning
Wealth Management
Unique Skills:
Architecture de patrimoine
Bureau des affaires familiales
Coordination de patrimoine
Education
Éducation
Gestion de portefeuille
+6
|
3
Total Companies1978
Oldest Founded1
Countries29
Unique SkillsSimilar Companies
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Alternative Company Names
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