Our firm
After a 15-year existence in the market, Swiss Finance Management International SA has succeeded in finding the most effective solutions for the problems encountered daily by private and institutional clients.
Swiss Finance Management International SA is the result of more than two decades of experience in the financial sector. Founded by Carlos KHOURY and his associates, the entity benefits from their competences in various fields: asset and fund management, financing advice, investment and more.
Thanks to an extensive analysis of the financial market for more than 20 years, our experts have all the necessary means for the success of our clients’ projects.
Our mission
With a solid expertise in the financial market, Swiss Finance Management International SA is a management company that offers a wide range of financial services for UHNWIs and institutions.
Thanks to our international network and the diversity of our partners, our experts guarantee our clients a personalized approach adapted to their objectives. Our purpose revolves around creating value for our clients. All our solutions combine knowledge, innovation and diversification, which, reinforced by expert advice, ensure constant growth.
Our licenses in private wealth management, FATCA and fund management allow us to serve clients of all origins and nationalities.
Our values
Innovation
Our solutions are always based on market trends.
Trust
The relationship with our customers is based on trust above all.
Transparency
You will be informed of all the details throughout the process.
Excellence
High quality and high performance services are waiting for you.
FAQ
Answers to frequently asked questions
We work with a wide variety of clients, from HNWIs to corporations and financial institutions.
Our services are tailored to each client’s needs, whether they involve wealth management, short-term investments or long-term investment strategies.
By working with us, you can benefit from the most comprehensive range of services in Switzerland. Our many solid partnerships strengthen our market position, giving us a significant competitive edge in terms of investment diversification and risk management: 12 custodian banks on 4 continents. Loans and refinancing are also available.
We offer a wide range of services covering both private banking and fund management. See our full range of services.
A management company is a company specializing in the management of investment funds and financial assets on behalf of third parties, such as High Net Worth Individuals (HNWI), institutions or companies.
Our head office is in Geneva, Switzerland, at Rue Maurice 1-3, 1204 Geneva, Switzerland.
Our business covers several countries in Europe, the Near East and the Middle East.
What sets Swiss Finance Management International SA apart is its unique, tailor-made approach to management. Our approach is based on an in-depth analysis of our customers’ needs. We then put in place all the necessary tools and the right strategies to achieve our clients’ financial objectives, taking into account their preferences and risk profile. Confidentiality and transparency are guaranteed throughout the process.
