GESTION DE PATRIMOINE
DU RHÔNE SA
“Risk comes from not knowing what you are doing.”
Warren Buffett
GESTION DE PATRIMOINE
DU RHÔNE SA
“Risk comes from not knowing what you are doing.”
Warren Buffett
The Company
Gestion de Patrimoine du Rhône SA (GPR), founded in 1997, is an independent wealth management company dedicated to the management of assets as deposited by private Swiss and international clients in banks and other financial institutions.
AFFILIATION
GPR is registered in Geneva as a wealth management company and is regulated by AOOS (the supervisory body for Asset Managers), under the supervision of the Swiss Financial Market Authority (FINMA).
GPR is also an active member of the Swiss Association of Asset Managers (SAAM) and is audited by PwC since its inception.
FLEXIBLE
STRUCTURE
Our streamlined and transparent structure enables us to be fully attuned to each customer in a confidential manner, in which integrity is paramount, and by which we strive to uphold a long-lasting relationship.
OPEN
ARCHITECTURE
Thanks to our open architecture approach, we can rely on a vast network of experts and other professionals including lawyers, notaries, tax experts and trustees. You can have access to the best fund managers and financial products, allowing you to benefit from services and investments which suit your specific requirements.
OPERATIONAL
FLEXIBILITY
Our operational and independent flexibility ensures that we will provide you with optimal execution of transactions in your portfolio.
INDEPENDENT OF
FINANCIAL INSTITUTIONS
We are completely independent of financial institutions and product providers, thus fully eliminating potential conflicts of interest. Our goal is to serve our clients to the best of our abilities in order to become their trusted partner in all financial matters.
The Company
Gestion de Patrimoine du Rhône SA (GPR), founded in 1997, is an independent wealth management company dedicated to the management of assets as deposited by private Swiss and international clients in banks and other financial institutions.
AFFILIATION
GPR is registered in Geneva as a wealth management company and is regulated by AOOS (the supervisory body for Asset Managers), under the supervision of the Swiss Financial Market Authority (FINMA).
GPR is also an active member of the Swiss Association of Asset Managers (SAAM) and is audited by PwC since its inception.
FLEXIBLE
STRUCTURE
Our streamlined and transparent structure enables us to be fully attuned to each customer in a confidential manner, in which integrity is paramount, and by which we strive to uphold a long-lasting relationship.
ARCHITECTURE
OPEN
Thanks to our open architecture approach, we can rely on a vast network of experts and other professionals including lawyers, notaries, tax experts or trustees. You can have access to the best fund managers and financial products, allowing you to benefit from services and investments which suit your specific requirements.
OPERATIONAL
FLEXIBILITY
Our operational and independent flexibility ensures that we will provide you with optimal execution of transactions in your portfolio.
INDEPENDENT
OF FINANCIAL
INSTITUTIONS
We are completely independent of financial institutions and product providers, thus fully eliminating potential conflicts of interest. Our goal is to serve our clients to the best of our abilities in order to become their trusted partner in all financial matters.
GPR’s values
Loyalty
Discretion
Independence
Commitment
LOYALTY
DISCRETION
INDEPENDENCE
COMMITMENT
Services
GPR offers both discretionary and advisory asset management mandates.
Our range of services is tailored to our clients’ needs and expectations. Our open architecture model allows us to avoid conflicts of interest and places performance firmly at the heart of our concerns.
GPR offers both discretionary and advisory asset management mandates.
Our range of services is tailored to our clients’ needs and expectations. Our open architecture model allows us to avoid conflicts of interest and places performance firmly at the heart of our concerns.
We adapt each wealth management mandate to your needs. We begin the process by creating your personal profile. This involves identifying your investment objectives, defining your investment horizon, and determining your risk tolerance.
Management mandate
We define the investment profile and investment strategy that best suits your risk-reward expectations
We invest according to the selected strategy
We supervise the banking fees
We keep you informed, on a regular basis or on demand, of our investment’s decisions
Advisory mandate
We define the investment profile and investment strategy that best suits your risk-reward expectations
You decide whether or not to follow our investment proposals. Therefore, you remain fully in control of your investments
We execute your investments decisions
We supervise the banking fees
The Client Risk & Investment Profile is established after discussing with you how to best match your objectives, risk tolerance and financial situation. Regular adjustments are possible in order to adapt to changes in the market and/or in your situation, needs or objectives.
Management mandate
We define the investment profile and investment strategy that best suits your risk-reward expectations
We invest according to the selected strategy
We supervise the banking fees
We keep you informed, on a regular basis or on demand, of our investment’s decisions
Advisory mandate
We define the investment profile and investment strategy that best suits your risk-reward expectations
You decide whether or not to follow our investment proposals. Therefore, you remain fully in control of your investments
We execute your investments decisions
We supervise the banking fees
The Client Risk & Investment Profile is established after discussing with you how to best match your objectives, risk tolerance and financial situation. Regular adjustments are possible in order to adapt to changes in the market and/or in your situation, needs or objectives.
Our Network
With us, you will benefit from the expertise of a wide range of investment product suppliers and specialists in economic and financial research, and in tax and legal consulting.
Our prime business partners have been selected rigorously – they are yours to consult. We offer you the most suitable wealth management services in an open architecture environment.
Contact us
Address
Gestion de Patrimoine du Rhône SA
Rue Charles-Bonnet 14
1206 Geneva, Switzerland
Phone: +41 (0) 22 312 00 83
Find our address on Google Maps
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ADRESSE
Gestion de Patrimoine du Rhône SA
Rue Charles-Bonnet 14
1206 Geneva, Switzerland
Phone: +41 (0) 22 312 00 83
Find our address on Google Maps
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