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HISTORY

OUR STORY

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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I.

I. THE STORY OF SEPT FINANCE

THE ORIGIN : 1989

AN ASSET MANAGEMENT COMPANY DEEPLY ROOTED IN GENEVA’S LONG-LASTING TRADITION, BUT WITH ITS SIGHTS SET FIRMLY ON THE FUTURE.

" 7 " is a number with magical virtues in most cultures. Highly symbolic, it notably represents completeness and completion.

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" 7 " is also the number of values that guide our action, in other words simplicity, integrity, competence, trust, availability, openness and team spirit.

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Sept Finance is a modern style of relationship, based on the expertise of a responsible team that is always at your service.

Resulting from the merger in 2015 of 4 distinct companies (CP Conseils, Perastra Finance, Sodiprivés and Zellinvest), Sept Finance brings together all the experience accumulated by its six founding partners and employees around a common project:

become a major player in independent wealth management in Switzerland.

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II.

II. SEPT FINANCE TODAY

IN A NUTSHELL

  • 7 PARTNERS

  • 8 ASSET MANAGERS

  • 10 EMPLOYEES

  • OVER 400 CLIENTS

  • SOME 20 CUSTODIAN BANKS

  • OVER CHF 1 BILLION OF ASSETS UNDER MANAGEMENT

  • MEMBER OF THE SWISS ASSOCIATION OF ASSET MANAGERS

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