Your wealth.
Our commitment
since 1996.
A FINMA-licensed securities firm, MG Finance SA is one of the few independent institutions authorised to act both as wealth manager and as custodian, a status that affords you a unique freedom of choice.
Your assets are deposited in your own name, with the custodian bank of your choice or directly with us, in our capacity as a licensed securities firm. If you keep your bank, our power of attorney is limited to management acts: no withdrawal, no transfer to third parties.
in wealth management
per client
banks
Since its foundation, MG Finance SA has placed its expertise and know-how at your service in pursuit of your objectives. Our people and our first-class network work towards your success, providing every service essential to the growth of your wealth.
Long experience has taught us that the pursuit of short-term profit is often as risky as it is uncertain. We therefore attach particular importance to understanding our clients' expectations through dialogue, so that you benefit from the finest investment solutions.
What we do
for you.
From discretionary management to the overall coordination of your wealth, our teams support you at every stage with rigour and a personal approach.
FINMA-licensed and supervised, MG Finance holds your assets directly as custodian: the management and safekeeping of your wealth under one roof.
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Three calibrated mandates, Conservative, Balanced, Dynamic, tailored to your profile and long-term objectives.
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Tax, estate planning, pensions, real estate, overall coordination of your wealth through a single point of contact.
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9 AMCs listed on the SIX Swiss Exchange covering the megatrends of the global economy.
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A UCITS fund domiciled in Luxembourg, diversified CH · EU · US exposure with daily liquidity.
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roots.
Our philanthropy →
Let us discuss your
wealth.
A confidential initial meeting with your MG Finance advisor, without obligation, in Pully or by video conference.