Banks

As part of our service offer, we provide the support and expertise of top depositary banks, whether based in Switzerland or in Luxembourg in particular. Whether they are private bankers, in the purest Swiss tradition, large universal banks or online banks, the diversity of our partners allows us to meet all your needs and all your expectations, whatever your profile.

Real estate

In order to facilitate the realization of your real estate projects in Switzerland or in the European Union, EMC Gestion de Fortune SA works in close partnership with one of the largest mortgage financing brokers in the country.

Our partner’s innovative approach allows for the competition of more than twenty financial institutions aiming to obtain the best market conditions. Coupled with the expertise of their advisers, this partnership offers you a range of financing solutions, as well as high quality support.

Insurance

In order to provide you with independent solutions adapted to your needs in this field, we have established a network of partnerships with brokerage companies recognized by the Federal Financial Market Supervisory Authority (FINMA) in all insurance sectors. Therefore, you can entrust the management of your risks to professionals who possess the knowledge and tools of effective governance over time; they will guide you in setting up and managing each of your contracts, regardless of the field concerned, in Switzerland and around the world, in particular for everything concerning the following:

• the protection of your person (health, disability, death and pension insurance during the working life and after retirement); as well as
• the protection of your property (real estate, household contents, valuables, cars, civil liability, etc.).

Attorneys

We collaborate with renowned law firms, present both in Switzerland and abroad.

These law firms are able to respond to all your concerns, whether they relate exclusively to your assets or relating to more general daily issues. If necessary, we will be happy to refer you to the right contact person.

Fiduciary

In the context of global asset management, recourse to the services of a fiduciary is unavoidable. Since our creation, we have worked closely with a Geneva company that provides you with a competent and specialized team in the areas of taxation, accounting, auditing and law.

Pension

With the support of our network of partners, we provide you with our advice and tailor-made solutions for the management of your non-mandatory pension assets and vested benefits. Whether you left your employer before the occurrence of the insured event (the age of retirement) without entering a new pension fund or whether you have surplus pension assets which have not been transferred to a new fund pension plan, we offer you the possibility of improving your expectations and optimizing the return on your capital by opting for an investment strategy adapted to your expectations and your needs.

Discover our Family Office service, designed to simplify and optimize the management of all your assets.

Thanks to a state-of-the-art computer system that reconciles all the data from your various banks, we offer you not only a complete consolidation of your financial assets, but also and above all a global, daily and updated view of all your assets, including non-banking assets such as your various real estate assets and other valuables. You thus benefit from a single statement integrating all your assets, allowing you to monitor and manage your assets in complete transparency and all with a single contact.