Britannia Wealth Management is a unique and exclusive platform for ultra-high net worth patrimonies.
Founded in 2012 in Geneva, Switzerland, the multifamily office offers a wide range of services beyond traditional wealth management, that allows perpetuating the value of our clients’ wealth. With more than 120 years of experience, a long-term vision and a team of highly specialized bankers.
Member of the Association Suisse des Gérants de Fortune (ASG), a Self-Regulatory Organization (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).
PHILOSOPHYTo provide our clients/families with an Integral Service based on Solutions, Trust, Excellence, Discretion and Customization.
WEALTH MANAGEMENTThrough advisory and management mandates, we work with major international banks, being able to access an extensive range of previously analyzed financial products, as well as worldwide financial markets: to provide a Global Wealth Management.
Tailor-made solutions with expert advice
Personalized asset management
Investments portfolio analysis
Measurement and establishment of adequate investment and risk profile
Global asset allocation
Risk measurement and continuous reporting
Execution and clearing with various banking and financial entities