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Multi Group Finance
Multi Group Finance operates from Montreux as a multi-family office. It supplies investment management, tax planning and family advisory to high-net-worth...
Multi Group Finance
Multi Group Finance operates from Montreux as a multi-family office. It supplies investment management, tax planning and family advisory to high-net-worth clients. The firm holds membership in the Swiss Association of Asset Managers. Services cover ETF exposure in bonds and equities, private equity, real estate and private credit. Geographic reach includes Europe, North America, Asia, Africa and the Middle East. Confirmed positions and structures appear in regulatory filings tied to client mandates. The firm employs professionals including Elodie Brélaz in information management. It maintains a board link to Fondation Aclon through Nguyen Thieu Tuong. In 2007 the firm recorded a power-of-attorney transfer for an offshore vehicle linked to prior client Najat Arafat. Regulatory posture requires licensing as a portfolio manager under Swiss oversight, distinguishing it from unregulated advisory entities.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Montreux
Corporate office
Montreux, Switzerland
Principals
Yves Reichenbach
Gestion de fortune
Daniel Rossier
Gestion de fortune
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Multi Group Finance?
Yves Reichenbach and Daniel Rossier handle gestion de fortune. Ludovic Guignet previously served as Head of Compliance and Legal Advice.
Is Multi Group Finance structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. Services include family advisory and wealth planning for multiple client families.
Does Multi Group Finance participate in fund commitments or only direct deals?
The firm uses direct co-investments, SPVs and fund-of-funds structures across private equity, real estate and private credit.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed for the firm itself. Historical client mandates reference individuals connected to energy and trading sectors.
How is Multi Group Finance related to Multifiduciaire Léman SA?
Multifiduciaire Léman SA is described as a sister company providing complementary estate planning services.
What regulatory oversight applies to Multi Group Finance?
The firm is licensed as a portfolio manager by FINMA and supervised by SO-FIT. It also holds membership in the Swiss Association of Asset Managers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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