Founded in 1998, Patrimoine SA is an independent asset and wealth management firm located in Geneva. The company is dedicated to providing personalized financial services, focusing on creating tailor-made, long-term investment strategies for a clientele of private individuals and institutions. Its core philosophy is built on independence, transparency, and a commitment to preserving and growing client wealth through disciplined management and a global investment perspective. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

Switzerland