Our Swiss Expertise

Your Fortune

All the sophisticated Wealth Management

services you need

Our Numbers

300

MANAGED
ACCOUNTS

$1.5B

TOTAL APPROX. ASSETS UNDER MANAGEMENT

170

BENEFITED

FAMILIES

35

CUSTODIAN BANKS IN

10 JURISDICTIONS

20

TAILOR MADE
FINANCIAL PRODUCTS

Swiss heritage with global perspective

Fortune acts in the wealth management sector with a successful track record of almost fifteen years. Our luxury office is located in the heart of Geneva, where wealth management has been practiced for well over 200 years.

Through our global network we manage to deliver a broad range of innovative financial products and wealth management services.

Client Bespoke Service

We are dedicated to provide individualized boutique service to our clients, while we possess global experience.

Responsible Managed Investment

We uniquely combine the best qualities of two normally distinct wealth management functions, usually dealt with by separate companies - Family Office Companies and Asset Management Companies. At Fortune we are both a Family Office and an Asset Management Company.