Convergence – Gestion de fortune indépendant

Founded in 2010, Convergence is an independent asset management company affiliated to the AOOS and authorized by FINMA, the Swiss Financial Market Supervisory Authority.

Every customer is unique, with different expectations and personal objectives. 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, we are a team of dedicated wealth management experts, with professionals at your service. Our mission is to accompany you on your financial journey and build a long-term relationship of trust.

Our proactive and constantly adaptable approach enables us to keep pace with your ever-changing situation and expectations.

We develop an investment strategy tailored to your personal situation and aspirations. Our team will implement a personalized solution that takes into account your risk profile and personal objectives.

As your partners, we put at your disposal our network of specialized experts in fields such as taxation, mortgages, insurance and real estate. Their experience and expertise enrich our services, providing you with a comprehensive, global solution.

It’s the Haute Couture of wealth management.

We are proud to offer you a dedicated, 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 with your ambitions and risk profile in mind, tailoring a solution that’s right for you. Our active, reactive approach aims to protect your assets while creating value. It’s the Haute Couture of wealth management.

Investment Advisory

Prefer to keep control of your decisions? We offer you our expertise as investment advisors. Take advantage of our sound advice, our experience and our technical and fundamental analyses to make informed decisions. Our exceptional service enables you to stay informed and maximize your investment opportunities in a wide range of assets.

Multi-Family Office

Every family has its own unique history. Thanks to our extensive network of experts and specialized partners, you’ll benefit from comprehensive, personalized assistance.

Access to top-quality banks

Thanks to our extensive network of partners, we offer you privileged access to top-quality banks. We are constantly striving 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 maximize your returns and help you achieve your long-term financial objectives. In addition to providing you with regular market reports and in-depth research data, we accompany you every step of the way on your investment journey. Together, we’ll make the decisions that best match your objectives and risk tolerance.

Specific and exclusive products

We are proud to offer you access to specific and exclusive financial products. Our in-depth market knowledge enables us to present you with unique opportunities that could increase your profitability and diversify your portfolio. Thanks to our expertise and extensive network, we can offer you tailor-made solutions to meet your specific financial objectives.

Access to our research and market data

As an independent asset manager, we have access to a wealth of research resources and in-depth market data. We use this information to assess trends, risks and opportunities, in order to make informed investment decisions. You’ll benefit from our expertise and in-depth analysis to maximize your returns.

Comprehensive analysis of your financial situation

We take a holistic approach to managing your wealth. We’ll take the time to analyze 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.