We do not simply focus on the financial portfolio but try to think globally to understand not only the present and immediate future but at the same time your long-term objectives and ambitions.

 

  • Generating an income that warrants your lifestyle to which you are used to and secures your retirement
  • Helping you pass your wealth on to future generations
  • Funding your desires, from personal luxury to philanthropy

 

We strive to fulfill for you the 6 most important functions you need in managing your wealth and business:

• Coordination

• Management

• Consolidation and reporting

• Control

• Vision and strategy

• Counsel

 

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WEALTH MANAGEMENT

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

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WEALTH SUPERVISION AND PROTECTION

Protecting wealth, which has been accumulated over years or is being continuously generated through commercial activities and investments is a paramount issue for our clients.

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BUSINESS ACQUISITION AND PRIVATE EQUITY

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ALTERNATIVE INVESTMENTS

SERGAN has extensive experience in alternative investments in non-financial assets both as “private use” purchases or investments, and as business propositions.

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