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.
Investivity is a Swiss registered wealth manager, licensed with the OAR-G (under number 1083).
The OAR-G is a regulatory body for wealth managers, which directly reports to the FINMA (the Financial Market Supervisory Authority in Switzerland).
The OAR-G 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.
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.