Your wealth,
our expertise.
Understanding your needs is our strength, growing your wealth is our business.
Independent and
bespoke management
Gepolis S.A. brings together, around a shared mission and the same values, excellent wealth managers from the world's leading private banks: Citigroup, LGT, Lombard Odier, Société Générale, UBS.
Our independence allows us to freely select the best financial products on the market, systematically placing the client's interest at the centre of every decision. Discretion, rigour and performance: the pillars of our commitment since 2001.
Our missionOur services
A comprehensive and personalised approach to wealth management, tailored to the complexity of each situation.
Risk / Return Profile
In-depth analysis of your wealth situation, assessment of the risk/return profile and definition of the type of mandate best suited to your objectives.
Learn moreWealth Management
Discretionary mandate aligned with your objectives. Dynamic asset allocation, identification of the best opportunities, optimisation of the risk/return ratio.
Learn moreWealth Structuring
Network of international tax and fiduciary experts. Assessment of the tax impact on returns, wealth engineering and international tax planning.
Learn moreFamily Office
Independent management and administration of your private and professional affairs: real estate, staff, vehicles, art, private aviation, business creation.
Learn moreFour values,
one commitment
Our philosophy places the client's interest at the centre of every decision. These core values guide each of our actions.
Our valuesIndependence
Complete freedom to select the best financial products from different institutions, without any conflict of interest.
Trust
Full transparency on portfolio composition, results, risk management and fees. Absolute discretion.
Integrity
Supervised by SO-FIT and authorised by FINMA. Strict adherence to regulatory guidelines and the code of ethics.
Security
Managing your wealth in accordance with your risk profile, with priority given to long-term objectives and wealth transmission.
The leading custodian banks
Let's talk about
your wealth
Every situation is unique. Our managers are available to listen and define together the strategy best suited to your objectives.