CRD: 284408
Swiss Finance Management International SA
$59.0M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
8 Employees
33 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-2016
- Office Locations
- 1
Office Locations
RUE Maurice 3 Geneva --
About Swiss Finance Management International SA
Swiss Finance Management International SA is a Geneva-based investment management firm serving ultra-high-net-worth individuals and institutions. The team delivers tailored asset management and wealth planning—covering portfolio construction, asset allocation, and risk management, with capabilities spanning alternatives such as private credit and real estate—leveraging an international partner network.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
2.6 yrs AVG TENURE
8 Employees
4 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Carlos El Khoury
--
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,300,000 | $1,358,333 |
| Non-Discretionary | $42,700,000 | $3,050,000 |
| Total | $59,000,000 | $2,269,231 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Derivatives:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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