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
L'équilibre parfait
pour vos finances
Le client est au cœur de nos priorités. Il bénéficie de l'accompagnement d'un gérant de fortune dédié, son interlocuteur privilégié et permanent.
Quelle que soit la banque retenue, le gérant assure un suivi personnalisé de qualité, faisant le lien entre vous et la banque dépositaire.
Après une analyse de ses besoins et de son profil d'investissement, le client signe un mandat (de gestion ou de conseil) qui régit sa relation avec NFS.
Après une analyse rigoureuse avec son gérant, un profil d'investissement est établi qui correspond à ses besoins. Le client signe ensuite un mandat de gestion ou de conseil qui régit sa relation avec Necker Finance (Suisse) SA. Ce mandat nous autorise à gérer la fortune du client auprès de la banque dépositaire à l'exclusion d'acte de disposition.
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.
TAIEB-DUYMEDJIAN Edouard
SAVONA Sandra
CHEVRON Françoise
SAO Abdoul
Our services
We support you in managing and optimizing your wealth with a strategic and personalized approach, from financial planning to asset management. We work with you to define the best investment solutions, whether listed or unlisted. In partnership with
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Contact and information
For further information or to get in touch, our teams are at your disposal.