Relevance Wealth Management
Information by Research Trustfinance
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.
Canada
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial
HQ Location