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Wealth Management

Wealth consolidation, independent advice and discretionary management.

Segetia's objective is to provide its clients with attractive positive performance while mitigating risks in all markets conditions. 

A personal comprehensive reporting is the starting point of an analytical process that helps our clients grasp their global financial situation. It ensures a stable foundation for a tailor-made and sustainable wealth management relationship. 

Segetia’s portfolios are constructed following a consistent investment approach where limiting the downside comes before performance and where the team has made it a point of honor to challenge conventional views in order to implement contrarian positions.

The best preparation for good work tomorrow is good work today

Elbert Hubbard

Asset Management

To benefit from our wide-ranging investment expertise through Segetia's in house funds using diversified management strategies.

Financial markets are in deep mutation since the subprime crisis. Segetia employs a robust and consistent investment process to its asset management. The Segetia Funds are carefully structured to generate performance while retaining the flexibility required to address changing market conditions.

 

6 in-house investment funds:

  • Global Fixed Income: Segetia Flex Income Fund
  • Swiss Equity: Segetia Flex Helvetia Fund
  • Global High Yield: Segetia Defender & Growth Fund
  • Swiss Commercial Real Estate: Segetia Swiss Property Fund
  • Global Income-related Alternative Investments: Mercury Select Fund
  • Global Hedge Funds: Mercury Alternatif Fund

It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change.

Charles Darwin, 1809

Family Office

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

Segetia is truly at the service of its clients. Our dedicated team seeks to enhance the flow of information between the family advisors and beyond… Providing a personal and comprehensive wealth consolidation ensures extended controls, optimal structure, cost diminution and tailor-made portfolio management.

Don’t be afraid to give up the good for the great.

John D. Rockefeller

Special Investments

Our clients share the interest for real businesses and are successful entrepreneurs.

Segetia takes pride in having a team of professionals who share this entrepreneurial spirit and are consistently on the look-out for attractive investment opportunities in Real Estate, Private Equity and Private Debt.

Segetia’s clients and partners have “members-only” access to unique off-the-market opportunities.

Opportunities multiply as they are seized.

Sun Tzu, 490 B.C

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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