Company Tagline
Depuis 1999, Une gestion à votre dimension
Industry Category
Business Keywords
Company Description
Riviera Finance SA, established in 1999, specializes in investment management and related financial services. With a strong foundation in the Lavaux region, Riviera Finance SA extends its services to clients across various regions. The company's success is built upon fostering quality client relationships, understanding their investment goals, and adapting strategies to suit their evolving life stages.
Operating independently, Riviera Finance collaborates with select financial partners and maintains the freedom to choose investment vehicles that best align with client needs. Riviera Finance SA is committed to providing comprehensive financial solutions to meet the diverse requirements of its clientele. The primary office is located at Rue Jean-Jacques Rousseau 5, Vevey, Vaud 1800, CH, with a branch at Place du Marché 10, Montreux, Vaud 1820, CH.
Riviera Finance SA is dedicated to delivering tailored investment strategies and wealth management solutions. Riviera Finance SA is a member of the Swiss Association of Asset Managers (VSV-ASG), adhering to its code of conduct. We invite the manager of Riviera Finance SA to create a customized and exclusive company showcase and product listing on our platform to further enhance its visibility and commercial development.
Riviera Finance SA, fondée en 1999, est spécialisée dans la gestion de fortune et les services financiers connexes. Avec une base solide dans la région de Lavaux, Riviera Finance SA étend ses services à des clients de diverses régions. Le succès de l'entreprise repose sur la promotion de relations clients de qualité, la compréhension de leurs objectifs d'investissement et l'adaptation des stratégies à leurs étapes de vie en évolution.
Opérant de manière indépendante, Riviera Finance collabore avec des partenaires financiers sélectionnés et conserve la liberté de choisir les véhicules d'investissement qui correspondent le mieux aux besoins des clients. Riviera Finance SA s'engage à fournir des solutions financières complètes pour répondre aux divers besoins de sa clientèle. Le bureau principal est situé Rue Jean-Jacques Rousseau 5, Vevey, Vaud 1800, CH, avec une succursale à Place du Marché 10, Montreux, Vaud 1820, CH.
Riviera Finance SA se consacre à fournir des stratégies d'investissement sur mesure et des solutions de gestion de patrimoine. Riviera Finance SA est membre de l'Association suisse des Gérants de Fortune (VSV-ASG), adhérant à son code de conduite. Nous invitons le responsable de Riviera Finance SA à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa visibilité et son développement commercial.
Key Personnel / Employees
Compare Companies Side by Side
Compare Riviera Finance SA with 3 companies in Investment-Management
| Comparison Field |
Riviera Finance SAMain Company |
Coges Corraterie Ges...View Profile |
Moka ComptaView Profile |
Gestion de patrimoin...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1984 | 1995 | |
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
|
City
|
Vevey, Vaud | Paris, FRANCE | Toulouse, Occitanie | |
|
Country
|
Switzerland | France | France | |
|
Skills & Keywords
Comparing with main company
|
14 Total Skills
Investment Management
Wealth Management
Financial Services
Asset Management
Financial Planning
Investment Strategies
Portfolio Management
Prévoyance professionnelle
Recherche de financement hypothécaire
Fiscalité
Domaine patrimonial
Gestion de patrimoine
Successions
Placements immobiliers
|
5 Total
5 Unique
Unique Skills:
Family Office
Ingénierie patrimoniale
Planification financière
Wealth management
Wealth Planning
|
7 Total
7 Unique
Unique Skills:
Conseil
Expertise-Comptable
Facturation électronique
Finance
Immobilier
Juridique
+1
|
14 Total
14 Unique
Unique Skills:
Assurance vie
Conseil en investissement
Defiscalisation
Gestion de portefeuilles
Investissement locatif
LODEOM
+8
|
4
Total Companies1984
Oldest Founded2
Countries40
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Alternative Company Names
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