Your wealth.
Our tailor-made
commitment.
Building and preserving wealth is a complex undertaking. We favour a personalised approach, lasting relationships, rigorous analysis, solutions adapted to your profile.
Three mandates.
One unique approach.
MG Finance SA offers three management mandates covering the full risk/return spectrum. From dynamic growth to conservative capital preservation, each mandate is calibrated to your risk tolerance, your objectives and your investor profile.
By building personal and lasting relationships, we take the time to analyse your financial situation in order to define your expectations and offer you the most suitable solution. MG Finance SA is a FINMA-licensed securities firm, your capital is managed directly with us, without a third-party banking intermediary.
Dynamic
Long-term growth with a high tolerance for fluctuations.
The investor accepts above-average fluctuations in value in order to achieve attractive long-term returns. The portfolio is invested predominantly in Swiss and international equities, with rigorous sector diversification.
Balanced
The balance between security and growth, moderate fluctuations.
The investor seeks a balance between security and growth and is willing to tolerate certain moderate market fluctuations. The portfolio is invested in equities and bonds with balanced geographic and sector diversification.
Conservative
Capital preservation as the absolute priority.
The investor attaches great importance to capital preservation and has a low tolerance for price fluctuations. The portfolio is invested primarily in high-quality bonds and money market instruments.
Which profile
suits you?
In 7 questions, our simulator determines your risk profile and projects your wealth over 25 years.
Beyond asset management,
tailor-made themes.
MG Finance SA develops nine distinct investment themes, carefully selected universes, four of which are available today on our platform.
MGF Natural Resources, MGF Power Generation, MGF Artificial Intelligence, MGF Global Infrastructure, four themes available on the website.
Sub-fund of the Luxembourg SICAV ARCHEA FUND, managed by MG Finance SA (management company: Bellatrix Asset Management). Accessible to private and institutional investors.
What we guarantee you.
Every mandate begins with an in-depth analysis of your financial situation, your objectives and your investment horizon.
We build personal and lasting relationships, your manager accompanies you at every stage in the evolution of your wealth.
Regular monitoring, clear reporting and proactive communication on the development of your portfolio and the financial markets.
Building wealth matters. It is a complex undertaking. For this reason, we favour a tailor-made approach in order to offer our clients a personalised service, together with sound financial advice.
Let us discuss your
wealth situation.
Let us take the time to discuss it together, without obligation.
Book an appointment →