header-home-1.jpg
header-home-1.jpg
header-home-1.jpg
header-home-1.jpg

arrow down

Presentation

Segetia was created with the ambition to provide exclusive, sophisticated and tailor-made wealth management services to families and foundations.

Alike its clients, Segetia embraces a personal long-term approach built upon partnership and independence.

The combined expertise of our team covers many aspects of wealth management to ensure comprehensive made-to-mesure services, covering investment advice, risk and liabilities management and special investments.

Our mission is to provide excellence whilst ensuring transmission of wealth to the future generations.

arrow down

WEALTH MANAGEMENT

 

Wealth consolidation, advisory and discretionary management to reinforce your investment decision.

ASSET MANAGEMENT

 

To benefit from our whole investment expertise directly through our funds

FAMILY OFFICE

 

Personalized consolidated reporting, ongoing relations with family counsellors, independent advisory and dedicated discretionary management.

SPECIAL INVESTMENTS

 

Real Estate, equity stakes, co-investments, club deals, our clients have “members-only” access to unique investment opportunities

arrow down

Organisation

At Segetia, commitment and communication are the starting points of an analytical process that helps our clients grasp their global financial situation in a simple and transparent way. It serves as the foundation for a successful and sustainable wealth management relationship.

Segetia has made it a point of honor not to bind itself to any financial institution to insure its independence when it comes to investment choices and putting clients interest first.

In line with our desire for transparency our fee structure is comprehensive and always available for consultation. We are convinced that high end services can be delivered at attractive conditions.

arrow down

Geneva

Segetia Wealth Management SA
23, rue du Rhône
1204 Geneva
Switzerland
Locate us on map

+41 22 816 00 50

+41 22 816 00 95

London

Segetia (UK) Ltd
48, Dover Street,
London W1S 4FF
United Kingdom
Locate us on map

+44 20 3655 7821

+44 20 7828 0142

Madrid

Meridian 370
Cuzco IV, Paseo de Castellana 141, 5 planta
28046 Madrid
España
Locate us on map

+34 91 572 6515

+34 91 572 6621

www.meridian370.com

The successful man is the one who had the chance and took it.

Roger Babson