EN

Our expertise

Wealth Management

Why should I choose an independent wealth manager instead of a bank to manage my financial assets?

By choosing an independent wealth manager like Coges Corraterie Gestion SA, you opt for personalization, independence, diversification, and flexibility in managing your financial assets. Free from conflicts of interest thanks to transparency, ethics, and a complete commitment, our sole focus is serving your interests with tailored solutions based on your expectations, interests, and values.

What sets you apart as independent wealth managers?

At Coges Corraterie Gestion SA, your manager is your sole point of contact for all your life projects. They act as a conductor and coordinator, providing you with a range of services tailored to your financial or wealth needs with all our experts and Swiss and foreign partners. It guarantees a loyal relationship based on trust. Finally, it ensures a lasting relationship thanks to the support of a multi- and intergenerational family group of human scale, the Eric Sturdza Group.

What specific solutions can you offer in terms of wealth management?

In addition to managing your financial assets under discretionary and/or advisory mandates and the standard banking services offered by all our banking partners, we develop your financial plan, including wealth management, tax planning, retirement planning, liability management, estate planning, managing your finances and insurances, cash flow management, as well as financial education for your relatives and philanthropy advice.