NextGen Wealth Managers
NextGen Wealth Managers is a small financial services company based in Genève, Switzerland, founded in 1991. The firm specializes in wealth management, financial planning, responsible investment, and personalized services, managing over CHF 600 million in assets.
Company Overview
NextGen Wealth Managers operates in the Financial Services industry and was founded in 1991. The company is classified as a small business with a team size of 11 employees. It is headquartered in Genève, Switzerland. The firm emphasizes its commitment to making 'Choices that matter' for its clients.
Services Offered
NextGen Wealth Managers specializes in several key areas, including Gestion de patrimoine, Planification financière, Investissement responsable, and Service personnalisé. These services are designed to cater to the diverse financial needs of clients, focusing on sustainable solutions that help in transmitting and preserving their legacies.
Community Engagement
NextGen Wealth Managers is actively involved in community initiatives that aim to contribute to a better world. The company promotes professional accomplishment through an inclusive and responsible organizational culture, reflecting its commitment to social responsibility.
Financial Management
The company manages over CHF 600 million in assets and works with more than 15 custodian banks. NextGen Wealth Managers is accredited by FINMA, ensuring compliance with regulatory standards in the financial sector.
Membership and Affiliations
NextGen Wealth Managers is a member of the AOOS, which signifies its engagement with professional standards and practices within the financial services community.