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A SIMPLE FORMULA

SEPT FINANCE IS A NEW WAY OF WORKING, SIMPLE AND DIRECT BUT ABOVE ALL, A BUSINESS – WEALTH MANAGEMENT – DEEPLY ROOTED IN A STRONG SET OF VALUES.

OUR BUSINESS

AS LIFE BECOMES MORE COMPLEX, SIMPLICITY IS A STRONG ASSET.

Pictogram Seven Finance

All our energy and expertise can therefore be focused on a clear objective : meet the expectations of our clients, always with a strong sense of responsibility. To achieve this, our approach is based on 3 principles : stability of results, a rigorous process and modern techniques.

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OUR VALUES

THE WORLD IS COMPLEX OUR PRINCIPLES ARE SIMPLE. 

As life becomes more complex, simplicity is a strong asset.

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1. Simplicity

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2. Integrity

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3. Jurisdiction

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4. Trust

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5. Availability

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6. Creativity

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7. Team

OUR TEAM

TOGETHER, WE GROW

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CLAUDIO CARUSO

EXECUTIVE DIRECTOR - ADMINISTRATOR

KENJI YAMADA

EXECUTIVE DIRECTOR - CO-CIO - CIIA®

OLIVIER STADELMANN

EXECUTIVE DIRECTOR - CEO

PATRICK BERNASCONI

EXECUTIVE DIRECTOR - CIO

SEBASTIEN RETORD

DIRECTOR - COO

We share the same vision for the future of our industry.

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OUR STORY

30 YEARS OF EXPERIENCE UNITED IN A COMMON PROJECT

Pictogram Seven Finance

An asset management company deeply rooted in Geneva’s long-lasting tradition, but with its sights set firmly on the future.

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CAREERS

BRING YOUR EXPERIENCE

Sept Finance opens the door to a collegial adventure in which each individual brings his experience.
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BLOG

FIND ALL NEWS ON SEPT FINANCE.

From publications, sponsorships to the life of our team.

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INSTAGRAM
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AWARD WINNING
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Top 50 IAMS Citywire Switzerland 2023

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Top 50 IAMS Citywire Switzerland 2023

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Top 50 IAMS Citywire Switzerland 2023

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