with Tailored Elegance
Crafting Personalized Solutions for Families and Foundations
wealth management expertise tailored to your needs
Segetia was founded with a bold ambition: to provide exclusive, sophisticated, and meticulously tailored wealth management services to discerning families and esteemed foundations.
Aligned with our distinguished clientele, Segetia embraces a personal, forward-thinking approach rooted in partnership and autonomy.
Our team boasts a wealth of expertise covering various facets of wealth management, ensuring comprehensive and bespoke services that are thoughtfully crafted to meet your unique needs. From astute investment advice to risk and liabilities management, as well as specialized investments, we leave no stone unturned.
Our mission is to deliver excellence while ensuring the seamless transfer of wealth to future generations.
Recognizing the prevalence of conflicts of interest in financial institutions, we take great pride in our unwavering independence, unwavering integrity, and unparalleled transparency. At Segetia, we tirelessly strive to earn the unwavering trust of our esteemed clients.
We place paramount importance on team stability, cultivating a progressive work environment that nurtures personal growth, fosters unwavering confidence, and empowers our employees to achieve unparalleled expertise.
Our Core Values
Nurturing Trust and Empowering Growth
Our unwavering commitment lies in emphasizing team stability as an integral pillar of our organizational ethos. We take great pride in cultivating a dynamic and supportive working environment that places a premium on the individual growth and development of each employee.
At Segetia, we value independence. By maintaining autonomy, we mitigate conflicts of interest and prioritize our clients’ needs.
Integrity is fundamental to our approach. We uphold the highest ethical standards, ensuring transparency, honesty, and accountability to build trust with our clients.
Transparency is key to our client relationships. We provide clear and comprehensive information, empowering clients to make informed decisions and fostering a transparent partnership.
The best preparation for good work tomorrow is good work today
Comprehensive Solutions Tailored to Your Needs
Wealth consolidation, advisory and discretionary management to reinforce your investment decision.
To benefit from our whole investment expertise directly through our funds
Personalized consolidated reporting, ongoing relations with family counsellors, independent advisory and dedicated discretionary management.
Real Estate, equity stakes, co-investments, club deals, our clients have “members-only” access to unique investment opportunities
The successful man is the one who had the chance and took it.
Our Organizational Philosophy
At Segetia, we believe in the power of commitment and effective communication as the cornerstone of our organizational philosophy. We are dedicated to providing our clients with a clear and transparent understanding of their global financial situation through an analytical process. This approach not only simplifies complex financial matters but also fosters a strong and sustainable relationship with our clients.
Maintaining our independence is of utmost importance to us. We take pride in our decision not to be bound to any financial institution, allowing us the freedom to prioritize our clients’ best interests and make unbiased investment choices.
Transparency is a core value at Segetia, and it extends to our fee structure. We believe that high-end services can be delivered at attractive and fair conditions. Our comprehensive fee structure is always available for consultation, ensuring that our clients have a clear understanding of the value they receive
In charge of Information Technology at Segetia.
Responsible for the analysis of internal and external investment.
In charge of accounting, administration and manages human resources
Oversees Risk, Operations Control and Compliance.
Manages strategic relationships, oversees the firm’s operations and supervises asset allocation.
Christine Le Hunsec
In charge of accounting, administration and human resources
Responsible for the research, analysis and selection of external funds
In charge of Segetia’s operations, trading settlement and reporting analysis
Segetia Wealth Management SA
23, rue du Rhône
1204 Geneva, Switzerland
+41 22 816 00 50
+41 22 816 00 95
Cuzco IV, Paseo de Castellana 141, 5 planta
28046 Madrid, España
+34 91 572 6515
+34 91 572 6621