About us
YOUR
PARTNER
IN WEALTH
MANAGEMENT
Founded in 2010, Convergence is an independent asset management company affiliated to the supervisory body AOOS and authorised by FINMA, the Swiss Financial Market Supervisory Authority.
Every customer is unique, with different expectations and personal goals. That’s why we work closely with you at every stage of your life. Our approach is based on quality, value creation, understanding risk and transparency. We firmly believe that these values are essential to providing you with a tailor-made service that meets your needs.
At Convergence, our team of dedicated wealth management experts is here to listen to you. Our mission is to guide you on your financial journey and foster a lasting relationship built on trust
Our proactive and constantly adaptable approach enables us to keep in step with your expectations and your constantly evolving situation.
We develop an investment strategy tailored to your asset situation and your aspirations.
Our team will put together a personalised solution that takes account of your risk profile and personal objectives.
As your partners, we put at your disposal our network of experts specialising in areas such as taxation, mortgages, insurance and real estate. Their experience and expertise enhance our services, giving you a comprehensive, global solution.
It’s the Haute Couture of wealth management.
Our Services
Management services
for global wealth
We are proud to offer you a dedicated, high-quality service, where every detail is carefully considered.
At Convergence, we believe in personalization and haute couture in wealth management. Our tailor-made approach is designed to meet your specific needs and deliver tangible results.
Discretionary management
You wish to delegate the management of your portfolio to our team of experts. We work in line with your ambitions and risk profile, putting in place a tailor-made solution for you.
Investment advisory
Would you prefer to retain control of your decisions? We can offer you our expertise as investment advisers. Take advantage of our sound advice, our experience and our technical and fundamental analyses to make informed decisions.
MULTI-FAMILY OFFICE
Every family has a unique story. Thanks to our extensive network of experts and specialist partners, you’ll benefit from comprehensive, personalised assistance.
Your benefits
We are constantly seeking
to protect
your assets and
create value.
Access to first-class banks
Thanks to our extensive network of partners, we can offer you privileged access to top-quality banks. We are constantly seeking to build strong relationships with these reputable financial institutions in order to offer you the best opportunities and the products best suited to your needs.
Returns and decision support
Our ultimate goal is to maximise your returns and help you achieve your long-term financial goals. As well as providing you with regular market reports and in-depth research, we are with you every step of the way.
Specific and exclusive products
We are proud to be able to offer you access to specific and exclusive financial products. Our in-depth knowledge of the market enables us to present you with unique opportunities that could increase your profitability and diversify your portfolio
Access to our research and market data
We are proud to be able to offer you access to specific and exclusive financial products. Our in-depth knowledge of the market enables us to present you with unique opportunities that could increase your profitability and diversify your portfolio.
Overall analysis of your financial situation
We take a holistic approach to managing your wealth. We will take the time to analyse your family, financial and estate situation in detail. This in-depth understanding will enable us to offer you advice and strategies that take into account all aspects of your financial life.
Convergence: Wealth management expertise in the heart of Geneva
Discover Convergence, a wealth management company based in Geneva, offering a personalised service thanks to a team of passionate experts and a network of international excellence.
Reach your financial heights with Convergence
Prepare to take on financial challenges like a trek: perseverance, a clear vision and the right strategy to secure your future and make your dreams come true.
Navigate serenely in an ever-changing regulatory environment
At Convergence, we combine expertise in asset management with legal pragmatism to protect your investments, guarantee transparency and support you in the face of the challenges of the financial markets.
Personalised support throughout your life cycle
Discover how our expertise in wealth management and our network of tax and wealth planning partners can support you at every stage of your life, with flexibility and proximity.
Our team
OUR PARTNERS
Let's stay
In touch
Come and find out what we can do for you. To find out more about our services, don’t hesitate to contact us. Together, we’ll work towards the same goal: your financial success and peace of mind.
