Overview

Relevance Wealth Management

Information by Research Trustfinance

https://www.relevance-wealth.com

Relevance Wealth Management is an independent wealth management company founded in 2021 and based in Geneva, Switzerland. Established by veterans of Swiss private banking, the firm's mission is to provide institutional-grade investment expertise, personalized advisory, and family office services to private clients globally. They emphasize a client-centric approach, transparency, and independence from banking product sales, acting as a member of the FINMA-recognized self-regulatory organisation SO-FIT.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service

HQ Location