We can design tailored solutions, advise you, or act as Trustee — depending on your needs — with a bespoke approach that respects your wishes and safeguards what matters most.
Selvi & Cie SA supports you in structuring and transferring your wealth.
SELVI & CIE SA offers its clients highly personalized services in the main areas of management and custody.
Services
01
Discretionary management
We manage, you move forward.
Free yourself from the day-to-day of wealth management. With our discretionary mandate, our experts steer your investments according to a clear strategy, defined together. You stay the course — we provide discipline, ongoing adjustments, and peace of mind.
02
Investment advisory
We provide insight. You make the decisions.
Stay in control of your choices while relying on our expert perspective. Two formats, one shared commitment to clarity: an Investment Advisory Mandate for a strategic, portfolio-wide approach, or a Single Transaction Advisory Mandate for targeted, ad hoc needs. In both cases, you retain full decision-making authority.
Investment Advisory Mandate (Comprehensive)
Through this mandate, you entrust us with providing recommendations that take into account your entire portfolio, in line with an investment strategy defined together. Our advice is tailored to both the specific investment opportunity and the broader portfolio context. The final decision to invest or divest is always yours.
Single Transaction Advisory Mandate
With this mandate, you ask us for advice on individual transactions, without reference to your overall portfolio or investment strategy. The final decision to invest or divest rests entirely with you.
03
Securities trading and administration
At Selvi & Cie SA, we execute your decisions with clarity and precision.
You give the instructions — we ensure they are carried out faithfully.
Plain and simple, with no prior mandate required, because trust and efficiency are at the heart of our relationship.
04
Forex and money markets
At Selvi & Cie SA, we handle your foreign exchange operations with precision and competitiveness — both spot and forward.
We also manage your money market investments by carefully selecting solid counterparties to secure the best possible conditions for you.
Simply, efficiently, and always with your security in mind.
05
Trust and estate planning
Our Values
- Confidentiality
- Security
- Trust
- Performance
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