Your story and our, and the one we'll share.
Who we are
Fransad Gestion is an independent wealth manager based in Geneva that advises private clients and entrepreneurs on the management of their investments and assets, taking a global approach to their wealth. With more than 20 staff, including 11 relationship managers, an investment team, a risk and compliance team, cooperation agreements with some twenty custodian banks and innovative investment solutions, Fransad Gestion ranks as one of the leading Swiss players in independent wealth management.
Your needs, our expertise
Our company exists to achieve a common goal: to meet your needs to the highest standard and build together tailored solutions that further your ambitions and develop your wealth.
You
Your wealth is about so much more than just your assets. It is a reflection of your personal, family and professional journey. It speaks of your past, impacts your present and shapes the plans you intend to undertake in the future.
Us
Founded in 2010 as an entrepreneurial business, Fransad Gestion was part of the Swiss banking group Julius Baer for seven years before becoming independent again in 2022.
We combine the structure, expertise and solidity inherited from our history with the adaptability and openness of an independent company, capable of anticipating the needs of each of its clients.
Fransad Gestion is led today by the same management team that founded the company and that has always remained true to its shared vision: a long-term approach, an unwavering commitment to its clients and a passion for their business.
Our strength lies in a multidisciplinary team, recognised for its members’ in-depth expertise in the fields of wealth and asset management. Our 11 seasoned relationship managers, who have worked in major banks, all have more than 20 years of experience that enable them to provide solutions tailored to the needs of different types of clients, from many parts of the world.
Fransad Gestion is affiliated with SO-FIT as self-regulatory organisation, located 2 rue Pedro-Meylan, 1208 Geneva. The Company is affiliated to the Swiss Ombudsman Finance (OFS) located at 10 rue du Conseil Général, 1205 Geneva.
Auditors: KPMG SA
Our values
Responsibility
We hold ourselves to the highest standards.
Our managers are backed by a sound and well-structured organisation based on the private banking model, that brings together critical areas of expertise: compliance, risk and investment. Fransad Gestion is structured to ensure the company's long-term sustainability, offer innovative investment solutions and anticipate future regulatory changes.
We all share a strong sense of responsibility, discretion and ethics in the way we conduct our business. We never compromise on any of these principles.
Independence
Our independence provides us with the freedom to choose the very best for you.
As wealth managers, we operate autonomously. We select the financial solutions on the market that are best suited to your needs, using an open architecture approach, and are wholly focused on the interests of our clients.
Innovation
We embrace the challenge of an ever-changing world.
Fransad Gestion's relationship managers, together with our investment team, are driven by a desire to innovate in their strategies and the solutions they develop. They always remain focused on your needs and expectations, identifying sources of performance that are aligned with your specific goals.
Trust
You are our priority.
At Fransad Gestion, the trust we build with our clients over time is at the heart of everything we do.
Our relationship managers listen to your needs and learn to know and understand you. They work alongside you to develop investment strategies that meet your financial and wealth needs as well as reflecting your principles.