Optimize your assets with our expertise
For more than 25 years, Necker Finance (Suisse) SA has been helping high-net-worth individuals to protect, structure and enhance their wealth.
Our partners:Necker Finance (Suisse) SA has signed partnerships with the most prestigious banks and insurance companies.
Our expertise
Since 2000, Necker Finance Switzerland has been helping its customers to manage their wealth by offering tailor-made solutions to meet their financial, inheritance and asset management objectives.
This success is due above all to the quality of the research and advice we provide to individuals and families, as well as to entrepreneurs and institutions.
As specialists in asset management, we work within an open architecture, offering a wide range of products and services, enhanced by the wealth management support provided by our subsidiary, Avacore Wealth Planning.
A three-way relationship, the heart of our business
The perfect balance
for your finances
The customer is at the heart of our priorities. They benefit from the support of a dedicated asset manager, their privileged, permanent contact.
Whichever bank you choose, the manager will provide high-quality, personalized support, acting as a link between you and the custodian bank.
After analyzing their needs and investment profile, clients sign a mandate (management or advisory) that governs their relationship with NFS.
After a rigorous analysis with the investment manager, an investment profile is established that corresponds to the client's needs. The client then signs a management or advisory mandate that governs his relationship with Necker Finance (Suisse) SA. This mandate authorizes us to manage the client's assets with the custodian bank, to the exclusion of any act of disposal.
Personalized portfolio and risk management
This simulator enables you to visualize and understand the level of risk associated with each investment strategy.
Necker Finance (Suisse) SA in figures
(Banking and Insurance)
Our staff's expertise to help you achieve your goals
In an increasingly complex financial world, every investor needs a close, loyal, attentive, available and stable wealth manager with the necessary expertise in financial markets, wealth engineering, inheritance and taxation. The complementary nature, experience and multidisciplinary skills of our teams enable our customers to find the right answers to the many financial and wealth management challenges they face.
LAFITTE Fabien
KURER Fabien
SAVONA Sandra
GAMEZ Alexandre