Founded in 2005 and based in Geneva, Switzerland, Efficient Portfolio S.A. is an independent asset management firm dedicated to providing personalized wealth management and investment advisory services. The company focuses on preserving and growing the capital of its private clients through tailored investment strategies, operating with a commitment to independence, transparency, and a long-term perspective. It is regulated as an asset manager of collective investment schemes and a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

United Kingdom