Fortune Investment Management SA
Founded in 2007 by professionals with director-level experience at prestigious international banks, Fortune Investment Management was conceived to offer financial services without compromise for high-net-worth individuals and their companies.
Complete support for your personal and business financesWe focus entirely on our customers’ needs, combining complete independence from financial institutions with a transparent fee system that can be tailored to your preferences regarding fees and commission.
So you can be sure of completely impartial expert advice while benefiting from our ability to negotiate exclusive solutions on your behalf.
We provide the support of two separate specialist divisions: Fortune Family Office and Fortune Corporate Services to bring you financial solutions of the highest calibre in every area of your personal and business finances.
We provide you with your own Fortune Manager as a single point of contact able to gain a full understanding of your financial situation, objectives and preferences.
We will put prestigious international financial institutions and providers in competition to offer you the most effective solution for the best price.
Banking ServicesWhether you want to structure a new partnership or finance an ambitious project while limiting and controlling the risks, you can rely on the strategic support of your Fortune Manager and our specialists to help you achieve your goals.
Fiduciary SupportWe can take care of all the irksome annual forms and returns that need to be completed and filed with the Companies Registry. Fortune offers cost-effective incorporation services for establishing tax-efficient structures in more than 25 jurisdictions, backed by expert advice to complement your lawyer and accountant.
Personal advisoryWe can provide confidential assistance at every stage, all the way through to the establishment of inheritance plans, helping ensure your company benefits from a smooth ownership and management transition when you retire.
Fortune Investment ManagementThey work continually with the team of individual specialists responsible for your finances – accountants, bankers, fiscal experts and lawyers – to ensure the different solutions in place are coordinated to maximum effect.
You will find a comprehensive outline of our services here on our website, where the solutions themselves cannot be described since they are all individually tailored to your goals and requirements.
Please do not hesitate to contact us to discuss a meeting where we will be able to assess your needs in detail. Whatever your needs, your fortune deserves nothing less.