Convergence – Sandbox

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Know Us

Founded in 2010, Convergence is an independent wealth management company affiliated with the supervisory organization AOOS and authorized by FINMA, the Swiss financial market supervisory authority.

Each client is unique, with different expectations and personal goals. That’s why we work closely with you at every stage of your life. Our approach is based on quality, value creation, understanding of risk and transparency. We firmly believe that these values are essential to offer you a tailor-made service that meets your needs.

At Convergence, we are a team of dedicated wealth management experts , made up of professionals who listen to you. Our mission is to support you throughout your financial journey and build a long-term relationship of trust.

Our proactive and constantly adaptable approach allows us to stay in step with your expectations and your constantly evolving situation.

We develop an investment strategy adapted to your financial situation and your aspirations. Our team will implement a

personalized solution that takes into account your risk profile and personal objectives.

As partners, we provide you with our network of experts specializing in areas such as taxation, mortgages, insurance, and real estate. Their experience and expertise enrich our services, offering you a global and complete solution.

This is the Haute Couture of wealth management.

OUR SERVICES

OF THE SERVICES

OF MANAGEMENT

OF FORTUNE

OVERALL

We are proud to offer you a dedicated and quality service, where every detail is carefully considered. At Convergence, we believe in personalization and the haute couture of wealth management. Our tailored approach is designed to meet your specific needs and deliver tangible results.

DISCRETIONARY MANAGEMENT

You would like to delegate the management of your portfolio to our team of experts. We work while respecting your ambitions and your risk profile, putting in place a tailor-made solution for you.

INVESTMENT ADVICE

Do you prefer to keep control of your decisions? We offer you our expertise as investment advisors. Benefit from our sound advice, experience and technical and fundamental analysis to make informed decisions.

MULTI-FAMILY OFFICE

Every family has a unique story. Thanks to our extensive network of experts and specialized partners, you will benefit from comprehensive and personalized support.

your advantages

WE

ARE LOOKING FOR

IN PERMANENCE

THERE PROTECTION

OF YOUR

LEGACY

AND THERE

CREATION OF

VALUE

ACCESS TO PREMIUM BANKS

Thanks to our extensive network of partners, we offer you privileged access to top quality banks. We constantly seek to establish strong relationships with these reputable financial institutions in order to offer you the best opportunities and the products most suited to your needs.

PERFORMANCE AND SUPPORT IN DECISIONS

Our ultimate goal is to maximize your returns and help you achieve your long-term financial goals. In addition to providing you with regular market reports and in-depth research data, we support you every step of your investment journey.

SPECIFIC AND EXCLUSIVE PRODUCTS

We are proud to be able to offer you access to specific and exclusive financial products. Our in-depth market knowledge allows us to present you with unique opportunities that could increase your profitability and diversify your portfolio.

ACCESS TO OUR RESEARCH AND MARKET DATA

As an independent wealth manager, we have access to a wealth of resources, research and in-depth market data. We use this information to evaluate trends, risks and opportunities, in order to make informed investment decisions. You will benefit from our expertise and in-depth analysis to maximize your returns.

OVERALL ANALYSIS OF YOUR FINANCIAL SITUATION

We take a holistic approach to managing your wealth. We will take the time to analyze your family, financial and inheritance situation in detail. This in-depth understanding will allow us to offer you advice and strategies that consider all aspects of your financial life.

our team

WE WE

LET'S SURROUND

of the best

OUR PARTNERS

OUR

OFFICES

ARE HERE

LET'S STAY

IN CONTACT

Come find out what we can do for you. To find out more about our services, do not hesitate to contact us. Together, we will converge towards the same goal: your financial success and your peace of mind.

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