About us

CONCORDE WEALTH MANAGEMENT SA (“CWM”), is a Swiss trust company, located in Geneva. We work closely with top tier tax & accounting firms in Switzerland, London and with our group bank, CONCORDE BANK LIMITED in Barbados.
– Our Swiss trust company provides trusts & foundations, private trust companies (“PTCs”), company incorporation, holding & operating companies, partnerships, branches, corporate management, administration and various fiduciary and “family office” services, both through its own offices and via its extensive network of professional firms and professional advisors in key international financial centres;
– Our comprehensive range of Swiss fiduciary, trust, management, corporate administration & regulatory compliance services are offered to both :
- individual clients & their family businesses
- third-party regulated wealth and fiduciary companies from abroad, seeking a physical presence in the Swiss wealth management industry such as family offices, asset managers, independent fund managers, tax advisers, relocation firms and other private wealth professionals.


Our group bank is :
INTERNATIONAL PRIVATE BANKING, CORPORATE & BUSINESS BANKING, TRUSTEE & ENTREPRENEUR SERVICES In BARBADOS LARGE PHOTO OF BARBADOS

– Our Barbados bank provides current & deposit accounts, custody of investment portfolios and funds, foreign exchange services, securities brokerage, investment portfolios, asset management & investment advisory services.
– See more below (“Our history & family group”).
