Concorde Wealth Management SA

Concorde

Wealth Management SA

Swiss trustee &
Corporate services

Concorde Wealth Management SA is a Swiss trust company authorized and regulated by the Swiss Financial Market Authority, FINMA,
to provide the services of trustee in Switzerland in accordance with the provisions of the Federal Law on Financial Institions of 15 June 2018.
The company is supervised by the Supervisory Organization for Financial Intermediaries & Trustees, SO-FIT.
SO-FIT is a supervisory body authorized by FINMA to supervise asset managers and trustees within the meaning of Articles 43 et seq. of the Federal Act on Financial Institutions.

Autorized
and regulated by :

Concorde Wealth Management SA

Global Fiduciary Services in Geneva, Expert Financial Solutions

asset protection

business structures

private trust companies & funds

Succession planning & privacy

regulatory compliance

Our family's commitment : personalized service & privacy

Trusted wealth structuring & Fiduciary Services

For over 100 years our family, originally based in France, but now in Switzerland and Barbados, has provided confidential and expert wealth management services to structure and manage its own wealth and that of other entrepreneurial families like our own.

We now offer a rather unique combination of

Trust & companies

Trusts, companies & other tax efficient, confidential structures

Asset protection

Asset protection, choice of optimal tax residency and cyber security as key objectives – at all levels of family and corporate activity

Entrepreneur services & advice

Entrepreneur services: advice on banking relationships & opening of bank accounts (both private & corporate)

swiss services for wealth sector intermediaries

Services in Switzerland to institutions, fund groups, wealth sector managers and intermediaries

Our focus :
Protection of family & business assets
Corporate wealth planning & management
International trust & company structures

And via our group’s private bank, established in Barbados since 1987:
Cross-border business & private banking
(deposits, FX, custody brokerage, asset management) concorde logo short

Our client business needs = our priority

Unlike many large trustees and well-known banks – which concentrate on private client assets alone – we focus our trustee & banking services also on the client’s entrepreneurial activities & business needs, not only their passive private assets. This means we endeavor to support commercial revenue generation and understand the business world and its complex demands for cross-border transactions and trading relationships.

Concorde Bank Limited

established in Barbados since 1987, founded and managed by our family, welcomes corporate and private accounts from families whose businesses and sources of wealth we get to know well and can serve efficiently.

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Concorde Wealth Management SA

established in Switzerland in 2019 authorized by FINMA as a trustee, is also wholly family owned, provides and/or advises on asset protection structures, including trusts, foundations, companies & partnerships, in Switzerland and across the globe.

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