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Wealth Management

Britannia Wealth Management is a global wealth management platform headquartered in Geneva, Switzerland.

Founded in 2012, the family office offers a wide range of services beyond traditional wealth management, that allows perpetuating the value of our clients’ wealth.

Britannia Wealth Management is a member of the Association Suisse des Gérants de Fortune (ASG), a Self-Regulatory Organization (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).
At Britannia, we believe that the quality of service and deep-rooted relationships with our clients make us different in how we operate.

Britannia Wealth Management works closely with its clients to develop sophisticated solutions to meet their needs.
  • Tailor-made solutions with expert advice
  • Personalized asset management
  • Investments portfolio analysis
  • Measurement and establishment of adequate investment and risk profile
  • Global asset allocation
  • Risk measurement and continuous reporting
  • Execution and clearing with various banking and financial entities