«Nothing great in the world has ever been accomplished without passion.»
Georg Wilhelm Friedrich Hegel

GVA Associés

GVA Associés is a Swiss firm based in Geneva specialised in private wealth management. Its ambition? Offering advisory and wealth management services perfectly tailored to the needs of its Swiss and international clientele, following a multi-asset investment strategy. GVA Associés is not a bank and does not sell in-house products, thus ensuring you a fully independent management of your assets.

Mission & Values

GVA Associés’ founders truly believe that developing strong and trustworthy relations between the investor (the client) and the manager is key to a successful portfolio management. Each associate knows that to fulfill their clients’ ambitions and needs in making their wealth grow and stabilize over time, they need to develop and nurture good contact, understanding and trust. That is GVA Associés’ primary mission.

foundation

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INDEPENDENT

CUSTODIAN BANKS

EMPLOYEES

Solid assets at your service

Our independence will be your assurance of receiving advice and services with the sole objective of serving your interests.

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Security

Securing your wealth with safe and well-advised investments is our priority.

Strategy

Whether we are investing on your behalf or simply advising you, we give precedence to capital protection and high-grade, liquid, transparent instruments.

Independence

GVA Associés does not sell in-house products. We only propose our clients investments selected from a range of local and international prime business partners.

 

 

 

Management or Advisory ? Mandates made to measure.

There is no such thing as one-size-fits-all. GVA Associés believes that any financial service should be tailor-made. Whether you choose discretionary management or are just looking for advice, GVA Associés is only in charge of the financial and investment operations. At all time, you are in control of your assets deposited with the bank of your choice.

Management mandate

Z

Together we choose the investment strategy that suits best your risk-reward expectations and ambitions.

Z

We invest according to the chosen strategy.

Z

We keep you informed regularly and on your demand of our decisions so that you can adjust your future plans and life objectives accordingly.

Advisory mandate

Z

You are fully in control of your investments.

Z

We are on hand to answer your questions and provide you with analyzes and investment commentaries that help you make appropriate and informed decisions.

Z

We execute your decisions at the best price.

A dynamic and transparent approach

Our ambition is to ensure you can carry out your financial and personal objectives by shielding your assets from identifiable market risks and uncertainties. To achieve so, our philosophy is simple : we follow a rigorous, coherent, methodized and pragmatic process.

A dynamic process

The four main steps

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Defining needs and risk-reward expectations

N

Creating an investment solution

N

Implementing the chosen strategy

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Reviewing periodically : endorsement or adjustment

Network

To structure globally (holistic approach) and optimally (risk-curve positionning) your portfolio investment, we work closely with a network of custodian banks and prime business partners in Switzerland and abroad.

With us, you will benefit from the expertise of a wide range of specialists in economic and financial research, in tax and legal consulting and from suppliers of investment products.

Our prime business partners have been selected rigorously they are yours to consult. We offer you all the best-fitting services in wealth management in an open architecture environment.

01

Asset protection

We direct you to the best specialists to advise you and implement legal and tax solutions to optimize your investments. We do not provide legal or tax advice other than that related to understanding the investment vehicles of your portfolio.

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-Conseil-juridique
gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-Assurance-prevoyance
02

Insurance and pension

GVA Associés has developed expertise in financial planning and wealth structuring so that you can benefit from the full range of advantages offered by invesments suited to individual protection and insurance policies. We also assist in the structuring of tailor-made insurance and protection arrangements. Our experience has shown that most estate is indeed intended to be past on.

03

Real estate

Although we are not real estate specialists, we believe that the integration of real estate assets contributes to an effective management of risks within your estate as a whole. We support our clients in aquiring and selling property, and can represent them confidentially in transactions upon request.

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-immobilier
gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-art-objets-de-valeur
04

Specialised services

You would like to invest in works of art and other valuable items (such as watches, jewellery or fine wines). We are on hand to help you aquire such goods and can also provide services in cases where financing is required, e.g. collateral or Lombard loans. We will provide you a comprehensive overview of the risks and expected returns of those items so that you can make wise and informed purchase for your portfolio.

05

Portfolio consolidation

It is common for investors to hold their assets in several banks as they quite rightly want to limit counterparty risk. But we believe that multi-accounts should be managed collectively – from the standpoint of strategies, asset selection and currency exposure – to avoid overlapping investments and risks concentration. We can consolidate multiple portfolios and issue congruent rebalancing recommandations.

Network

To structure globally (holistic approach) and optimally (risk-curve positionning) your portfolio investment, we work closely with a network of custodian banks and prime business partners in Switzerland and abroad.

With us, you will benefit from the expertise of a wide range of specialists in economic and financial research, in tax and legal consulting and from suppliers of investment products.

Our prime business partners have been selected rigorously they are yours to consult. We offer you all the best-fitting services in wealth management in an open architecture environment.

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-Conseil-juridique

01

Legal advice

We offer advice and assistance in the planning of legal solutions aimed at the optimisation of your investments within a compliant framework. We do not provide tax advice other than to help you understand the tax implications of the investments in your portfolio.

 

 

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-Assurance-prevoyance
02

Insurance and pension

GVA Associés has developed expertise in financial planning and wealth structuring so that you can benefit from the full range of advantages offered by invesments suited to individual protection and insurance policies. We also assist in the structuring of tailor-made insurance and protection arrangements. Our experience has shown that most estate is indeed intended to be past on.

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-immobilier

03

Real estate

Although we are not real estate specialists, we believe that the integration of real estate assets contributes to an effective management of risks within your estate as a whole. We support our clients in aquiring and selling property, and can represent them confidentially in transactions upon request.

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-art-objets-de-valeur
04

Specialised services

You would like to invest in works of art and other valuable items (such as watches, jewellery or fine wines). We are on hand to help you aquire such goods and can also provide services in cases where financing is required, e.g. collateral or Lombard loans. We will provide you a comprehensive overview of the risks and expected returns of those items so that you can make wise and informed purchase for your portfolio.

gva-associes-sa-geneve-gestion-patrimoines-prives-investissements-bureau-suisse-portrait-Service-art-objets-de-valeur

05

Portfolio consolidation

It is common for investors to hold their assets in several banks as they quite rightly want to limit counterparty risk. But we believe that multi-accounts should be managed collectively – from the standpoint of strategies, asset selection and currency exposure – to avoid overlapping investments and risks concentration. We can consolidate multiple portfolios and issue congruent rebalancing recommandations.

GVA Associés puts at your disposal a ten-strong team with well-rounded trainings and wide-ranging experience.

A cohesive and passionate team

From the outset, the founders have taken particular care in building up a team that shares their values. In doing so, they have sought out not only talent, competency and professionalism but also strong interpersonal skills, which they deem vital. Most importantly, GVA Associés has created the right working conditions for staff members’ own skills to flourish.

Our team is driven by a real passion for investment and benefits from a long experience in wealth mangement. GVA Associés brings together various backgrounds and pools diversified market knowledge and experience.

Contact us

GVA Associés SA

Rue du Stand 60-62  – 1204 Genève 
T +41 22 816 07 07

GVA Associés Genève