SEQUOIA Wealth Management SA
Investment-Management
Website
Industry Category
Business Keywords
Company Description
SEQUOIA Wealth Management SA, a leading name in investment management, was established in 1998 in Geneva. With a commitment to excellence, SEQUOIA Wealth Management has consistently delivered expert financial services to its clients, building a strong reputation for reliability and performance.
Located at 2 route de Jargonnant, Geneva, Geneva 1207, CH, SEQUOIA Wealth Management provides a comprehensive suite of services, including wealth management, private banking, estate planning, and risk management. The company's approach allows wealth managers to operate independently within a supportive professional network, enabling them to concentrate on client relationships and portfolio optimization. The company benefits from a high-performance support team dedicated to portfolio structuring and trading solutions.
SEQUOIA Wealth Management SA is dedicated to meeting the unique needs of its clients through tailored strategies and a commitment to innovation. The firm’s expertise spans legal services, family offices, independent management, IT support, trading solutions, administration, and brokerage support. Discover how SEQUOIA Wealth Management can help you achieve your financial goals. We invite the manager of SEQUOIA Wealth Management SA to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.
SEQUOIA Wealth Management SA, un nom de premier plan dans la gestion de placements, a été créé en 1998 à Genève. Avec un engagement envers l'excellence, SEQUOIA Wealth Management a toujours fourni des services financiers spécialisés à ses clients, bâtissant une solide réputation de fiabilité et de performance.
Située au 2 route de Jargonnant, Genève, Genève 1207, CH, SEQUOIA Wealth Management offre une gamme complète de services, notamment la gestion de patrimoine, la banque privée, la planification successorale et la gestion des risques. L'approche de la société permet aux gestionnaires de fortune de fonctionner de manière indépendante au sein d'un réseau professionnel de soutien, ce qui leur permet de se concentrer sur les relations avec les clients et l'optimisation du portefeuille. L'entreprise bénéficie d'une équipe de soutien très performante, dédiée à la structuration de portefeuilles et aux solutions de négociation.
SEQUOIA Wealth Management SA se consacre à répondre aux besoins uniques de ses clients grâce à des stratégies sur mesure et à un engagement envers l'innovation. L'expertise de l'entreprise couvre les services juridiques, les family offices, la gestion indépendante, le support informatique, les solutions de négociation, l'administration et le support de courtage. Découvrez comment SEQUOIA Wealth Management peut vous aider à atteindre vos objectifs financiers. Nous invitons le responsable de SEQUOIA Wealth Management SA à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.
Key Personnel / Employees
Compare Companies Side by Side
Compare SEQUOIA Wealth Management SA with 3 companies in Investment-Management
| Comparison Field |
SEQUOIA Wealth Management...Main Company |
BANKING CONSULTView Profile |
NOW Wealth Managemen...View Profile |
AQA Capital LtdView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1986 | 2015 | |
|
Company Size
|
— | 11-50 | 11-50 | 11-50 |
|
City
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Geneva, Geneva | Frankfurt am Main, Hessen | Calgary, Alberta | Birkirkara, Malta |
|
Country
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Switzerland | Germany | Canada | Malta |
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Skills & Keywords
Comparing with main company
|
15 Total Skills
Wealth Management
Investment Management
Private Banking
Estate Planning
Risk Management
Financial Services
Portfolio Management
Legal Services
Family Offices
Independent Management
IT Support
Trading Solutions
Administration
Brokerage Support
Legal & Compliance
|
15 Total
1 Common
14 Unique
Match
7%
Common Skills:
Portfolio Management
Unique Skills:
Asset Management
Banking Consult
Capital Markets
Consulting
Corporates
Executive Search
+8
|
16 Total
1 Common
15 Unique
Match
7%
Common Skills:
Investment Management
Unique Skills:
Business Insurance
Credit Solution
Cross Border Plannning
Custom Advice
Custom Portfolio Design
Goal Setting
+9
|
8 Total
1 Common
7 Unique
Match
7%
Common Skills:
Portfolio Management
Unique Skills:
Alternative Strategies
Asset Management
Equities
Fixed-Income
Hedge Funds
Multi-Asset Strategies
+1
|
4
Total Companies1986
Oldest Founded4
Countries50
Unique SkillsSimilar Companies
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Alternative Company Names
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