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.
We strive to fulfill for you the 6 most important functions you need in managing your wealth and business:
• Consolidation and reporting
• Vision and strategy
Our objective is to protect and increase the wealth of our clients.
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.
©2018 SERGAN Management Sàrl, 59 Rue du Rhône, 1204 Geneva, Switzerland