Mount-Invest

Founded and managed by financial professionals with extensive experience in Private Banking and Asset Management.

A dedicated Independent Wealth Management company incorporated under Swiss law, registered in Geneva, at the crossroads of Europe.

The Company

Mount-Invest SA is subject to the direct monitoring of the FINMA (Swiss Financial Market Supervisory Authority), for the Anti-Money Laundering requirements.

Listed as authorized financial intermediary according to art. 2 para. 3 Anti-Money Laundering Act (AMLA, 10.10.97).

“IQ” member (Intermediaries Qualified) of the SAIFA (Swiss Association of Independent Financial Advisors).

Member of the SFAA, the Swiss Financial Analysts Association.

Mount-Invest SA works with business partners that have strong experiences in the development of companies linked to new business opportunities and structured financial solutions.

Current co-founder of a new and innovative partnership with AWAP SA, the Cercle de Gérant de Fortune Indépendants (GFI) dedicated to Independent Asset Managers, Mount-Invest SA integrates now a multitude of services offered to clients and partners.

Family Office joint-venture for specialized services and tailor made solutions.

Philosophy

MOUNT

(or Mountain), a natural elevation of the earth surface rising more or less abruptly from the surrounding level and attaining an altitude which, relatively to the adjacent elevation, is impressive or notable. Elevation, volume, relief, spacing and continuity. To go up, climb, ascend / support.

INVEST

(or Investment), investing money or capital in order to gain profitable returns, as interest, income, or appreciation in value. Commit money or capital to obtain a financial gain.

Innovation, Flexibility, Progress, Tailored Guiding, Professional Services, Style, Security & Safety
=
Lasting Success

In many ways, the world of finance can be compared with mountains:
Wide-open spaces, environment at risk, steep slopes, extreme and/or rapid variations but equally fascinating a world of extreme interest. Like a mountain “guide”, your personal and private advisor will guide you to reach the targeted summits.
There are many variants of guides and are often employed in any aspect of travels or adventures. Their knowledge and experience provides an advantage, improving the overall travel experience. A personalized experience ensuring a safety trip. The “guides” posses an area and field-specific qualification usually issued and/or recognized by the appropriate guide’s association or licensing authority.