Frequently asked questions

Yes. MG Finance SA has been a securities firm authorised since 2002, supervised by FINMA (the Swiss Financial Market Supervisory Authority). We are also members of the Swiss Bankers Association (SBA). You may verify our licence directly on FINMA's public register.

A securities firm is a FINMA-licensed financial institution authorised to hold and manage securities on behalf of its clients. Unlike a simple independent asset manager, MG Finance SA may hold your assets directly on its own books, without necessarily going through a third-party custodian bank. This reduces custody fees and gives you a direct relationship with your manager.

We also work with partner custodian banks (BCV, UBS, Lombard Odier, Banque Héritage, Swissquote) according to the client's preferences.

Our office is located at Av. Général-Guisan 46A, CH-1009 Pully, a few minutes from the centre of Lausanne. We receive our clients by appointment, and also offer meetings by video conference.

We recommend a minimum investment of CHF 500'000 to access our discretionary management mandates. This threshold allows us to build a genuinely diversified portfolio and to provide high-quality, personalised follow-up.

For our investment products (AMCs and the ARCHEA fund), MG Finance imposes no minimum amount, the conditions depend on your bank or broker.

Our three management mandates correspond to three levels of risk and equity market exposure:

Conservative : 15 to 30% equities, priority on capital preservation, low volatility.

Balanced : 50 to 65% equities, a balance between growth and security, moderate volatility.

Dynamic : 80 to 90% equities, long-term growth, high volatility.

Our investor profile simulator helps you determine which mandate corresponds to your situation.

Yes. As part of our Family Office service, we assist our clients domiciled in Switzerland with comprehensive retirement planning, analysis of the 1st, 2nd and 3rd pillars according to the canton of residence, projection of financial needs, simulation in the event of accident or death, and optimisation of LPP contributions. This service is available by appointment.

Our management fees are transparent and contractually agreed at the start of the relationship. They depend on the type of mandate, the amount under management and the services included. We invite you to contact us for a personalised proposal, without obligation.

Yes. Our thematic certificates are accessible to any investor, without needing to be a client of MG Finance SA. You simply need to provide the corresponding ISIN to your usual bank or broker, who can acquire them on your behalf.

The ISINs are available on each of the product pages of our website. Our AMCs are issued via BCV and ZKB.

Yes. The ARCHEA Patrimoine UCITS fund, domiciled in Luxembourg, is accessible to investors domiciled in France, Belgium and Luxembourg, in addition to Switzerland. Its UCITS status grants it a European passport that facilitates its distribution within the European Union.

ISIN: LU0090906651, to be provided to your bank or financial adviser.

An AMC (Actively Managed Certificate) is an actively managed structured certificate that allows you to invest in a basket of securities selected according to a specific theme. Unlike a passive ETF, the composition of the portfolio is actively adjusted by the manager. MG Finance SA offers nine thematic AMCs, all presented on this site.

Our discretionary management mandates are primarily intended for persons domiciled in Switzerland. However, our investment products, thematic AMC certificates and the ARCHEA Patrimoine UCITS fund, are accessible to European investors (France, Belgium and Luxembourg in particular) via their local bank.

You may contact us via the contact form on our website, by telephone on +41 21 614 75 75, or directly at our office located at Av. Général-Guisan 46A, CH-1009 Pully. An initial introductory meeting is offered without obligation, in person or by video conference.

MG Finance SA primarily serves wealthy private individuals, families, entrepreneurs and institutional clients domiciled in Switzerland and Europe. Our services are aimed at clients seeking personalised wealth management, with a dedicated point of contact who remains stable over time.

No. MG Finance SA does not offer investment advice in the traditional sense of the term. Our model is that of the discretionary management mandate : you delegate the management of your portfolio to us within the framework of a strategy agreed together, and we take investment decisions on your behalf. This approach allows us to act quickly and in your interest, without requiring your approval for each transaction.

If you are looking solely for occasional recommendations without delegating management, we are probably not the right partner, and we prefer to tell you so clearly.