Founded in 1996 in Geneva, Wellfin SA is an independent wealth management firm dedicated to preserving and growing the assets of its private clients. The company emphasizes a personalized approach, building long-term relationships based on trust and tailored investment strategies. As a member of the Swiss Association of Asset Managers (SAAM), Wellfin SA is subject to its code of conduct and is regulated by a Self-Regulatory Organisation (SRO) recognised by the Swiss Financial Market Supervisory Authority (FINMA), ensuring adherence to high professional and ethical standards.

Founded in

South Africa