WEALTH MANAGEMENT

 

Our objective is to protect and increase the wealth of our clients.

 

We offer both standard financial instruments and bespoke solutions for your financial and business needs – stocks, bonds, funds, structured products, gold, and much more.

 

We diversify our offering across asset classes, geography and market niches.

 

 

 

 

 

 

 

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CLIENT OBJECTIVES AND RISK ASSESMENT

We do not offer you exotic, risky or non-transparent products, which promise abnormally high returns.

In the first instance together with you we will create your risk profile to find out how risk averse you are, how much you know about various financial instruments, and the implications and consequences of investing in them.

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INVESTMENT PRODUCTS AND SERVICES

We offer all types of financial instruments available on the marketplaces worldwide, from those falling into 3 traditional classes (stocks, bonds, cash and cash equivalents, and their combinations), to instruments usually referred to as “alternative”.

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FIDUCIARY SERVICES AND EXECUTION

Fiduciary actions are among the most important for wealthy individuals: people whom you trust and who are totally impartial take care of your wealth and assets.

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©2018 SERGAN Management Sàrl, 59 Rue du Rhône, 1204 Geneva, Switzerland