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.