Partners

Our clients’ portfolios are in custody at different prestigious private banks where we benefit from specially negotiated terms. Portfolios can be opened at or transferred to other private banks as well.

REGULATORY

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SO-FIT

Investivity is a Swiss registered wealth manager, licensed with the SO-FIT (under number 1083).

The SO-FIT is a regulatory body for wealth managers, which directly reports to the FINMA (the Financial Market Supervisory Authority in Switzerland).

The SO-FIT and its members actively contribute to the protection of the economy. They help prevent financial fraud by a strict enforcement of anti money laundering regulations. They also ensure each client is adequately and fairly treated and is continuously given unbiased, unrestricted advice on the markets.

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Bonnefous & Cie SA

Created in 1934 in Geneva, Bonnefous & Cie SA is a family-run accountancy firm in charge of auditing our anti money-laundering obligations.

The company has seen several generations of accounting experts and legal advisors, each of whom has been able to put their expertise and advice to the service of companies and private individuals.

Terraxis – FinSA Ombudsman

Terraxis SA is a boutique firm created in 2015 and specialised in finance and commodity trading. Based in Geneva, a private wealth management and commodity trading hub, Terraxis provides its clients with alternative dispute resolutions methods, outsourced risk management and commodity trading services, and taylor-made education.

On July 27, 2020 the Federal Department of Finance of Switzerland recognised Terraxis as an Ombudsman Office under the Financial Services Act FinSA.