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).
PHILOSOPHY
To provide our clients/families with an Integral Service based on Solutions, Trust, Excellence, Discretion and Customization.WEALTH MANAGEMENT
Through 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
Britannia Wealth Management SA
Rue Général Dufour 20
Geneve, 1204, Switzerland
T. +41 22 888-0870 / 72 / 73
bwm@britanniawm.com
www.britanniawm.com
London
Britannia Capital Markets
10 Bruton Street
7th Floor, W1J 6PX
London, England
T. +44 203 931 7950
info@britanniacapitalmarkets.com
www.britanniacapitalmarkets.com
Geneva, Switzerland
Britannia Wealth Management SA
Rue Général Dufour 20
Geneve, 1204
Switzerland
T. +41 22 888-0870 / 72 / 73
info@britanniawm.com
www.britanniawm.com
St Lucia
Britannia Merchant Bank & Trust Ltd.
Unit 104 Johnsons Centre,
No.2 Bella Rosa Road, Gros Islet
St. Lucia
T. +1 758 452-2007 / 3007
bmbt@britanniamerchantbank.com
www.britanniamerchantbank.com