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.

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

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.

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.