Fly high with us
In the complex world of wealth management, finding a trusted partner who understands your unique needs and aspirations is paramount. At Heron Wealth, we are committed to safeguarding and growing your wealth, ensuring that your financial decisions align with your long-term goals and risk tolerance.
About us
Our history
Established in 2019, Heron Wealth is an independent asset manager headquartered in Geneva, Switzerland. We provide comprehensive wealth management solutions, investment advisory services, and related family-office services. Our company is a continuation of a family office founded in 2010, ensuring a deep understanding of the needs of affluent individuals and trusts.
Our expertise
As an employee-owned firm, we are committed to maintaining our independence from banks and other financial institutions. This allows us to provide unbiased advice and focus solely on our clients' best interests. Our experienced team boasts extensive knowledge of financial markets and instruments, enabling us to craft tailored investment strategies that align with our clients' risk tolerance and long-term goals.
Our track-record
Our four-year history is marked by a consistent track record of delivering exceptional long-term investment results. We manage several hundred million CHF for a loyal client base, fostering enduring relationships built on transparency, strong ethics, and a commitment to excellence.
Our network
We cultivate strong partnerships with top-tier banks and fund managers, leveraging the expertise of industry leaders and offering our clients access to a wide range of investment opportunities and research analysts.
Regulatory compliance
Heron Wealth is authorized as an asset manager by FINMA (the Swiss Financial Market Supervisory Authority) and is subject to the supervision of SO-FIT (a FINMA-approved supervisory organization). This commitment to regulatory compliance ensures the highest standards of governance and risk management.
Why us
Client-centric independance
As an employee-owned and independent wealth management firm, we maintain independence from external pressures and conflicts of interest. We do not structure our own products, distribute financial instruments, or accept any form of remuneration from counterparties. This ensures that our advice is always driven by our clients' best interests.
Personalized service
With a deliberately limited number of large clients, we go beyond the typical asset manager's approach. This allows us to offer a highly personalized service, tailoring investment portfolios to individual needs and maintaining regular, meaningful communication with our clients.
Focus on long-term wealth
Adopting a genuinely long-term perspective, we are dedicated to the preservation and growth of our clients' wealth. Our strategies are designed to withstand market fluctuations and deliver consistent returns over time.
Simplicity in investing
We adhere to a no-nonsense approach to investing, keeping things simple and focusing on the core factors that drive portfolio returns and risk. Our straightforward approach benefits our clients by simplifying the complexities of the investment landscape.
Courage to be different
We aren't afraid to challenge conventional wisdom and explore contrarian investment strategies. Our approach is characterized by independent thought and a commitment to exploring new opportunities, allowing us to stand out in a crowded market.
What we offer
Top-tier investment services and a personalized relationship tailored to your objectives and needs
Our aim is to simplify your life with respect to the management of your wealth, delivering superior long-term investment results while serving as your trusted partner for all investment-related matters.
Together, we will determine an investment policy that establishes a long-term framework for the management of your assets. This policy is individually designed in terms of risk tolerance, time horizon, wealth & tax situation, and liquidity requirements.
We offer:
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Tailor-made discretionary portfolio management
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Investment advisory services
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Consolidated investment reports covering your entire wealth, customized to your preferences and spanning multiple banking platforms
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Streamlined handling of administrative tasks related to the management of your wealth and your banking relationships
Additionally, we can assist in gathering and preparing account information for your tax consultants or accountants.
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We have extensive experience working with investment trusts.
Our team
Contact us
Heron Wealth
Quai Gustave-Ador 20
1207 Geneva, Switzerland