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HISTORY
OUR STORY
AN ASSET MANAGEMENT COMPANY DEEPLY ROOTED IN GENEVA’S LONG-LASTING TRADITION, BUT WITH ITS SIGHTS SET FIRMLY ON THE FUTURE.
I. THE STORY OF SEPT FINANCE
THE ORIGIN : 1989
AN ASSET MANAGEMENT COMPANY DEEPLY ROOTED IN GENEVA’S LONG-LASTING TRADITION, BUT WITH ITS SIGHTS SET FIRMLY ON THE FUTURE.
" 7 " is a number with magical virtues in most cultures. Highly symbolic, it notably represents completeness and completion.
" 7 " is also the number of values that guide our action, in other words simplicity, integrity, competence, trust, availability, openness and team spirit.
Sept Finance is a modern style of relationship, based on the expertise of a responsible team that is always at your service.
Resulting from the merger in 2015 of 4 distinct companies (CP Conseils, Perastra Finance, Sodiprivés and Zellinvest), Sept Finance brings together all the experience accumulated by its six founding partners and employees around a common project:
become a major player in independent wealth management in Switzerland.
II. SEPT FINANCE TODAY
IN A NUTSHELL
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7 PARTNERS
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7 ASSET MANAGERS
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12 EMPLOYEES
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MEMBER OF THE SWISS ASSOCIATION OF ASSET MANAGERS
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IN CITYWIRE'S TOP 50 IAMS 2023 AND 2024