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NextGen Wealth Managers
Nextgen Wealth Managers is a financial services firm based in Genève, Switzerland, founded in 1991. It serves professional, institutional, and qualified...
Overview
Nextgen Wealth Managers is a financial services firm based in Genève, Switzerland, founded in 1991. It serves professional, institutional, and qualified clients with wealth management and asset preservation solutions.
General information
Firm type
Bank / Wealth / Trust
Year founded
1991
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Frequently asked questions
What is NextGen Wealth Managers' investment philosophy?
NextGen Wealth Managers pursues a diversified, multi-asset-class strategy designed to preserve and grow client capital. The firm constructs portfolios with a core of global equities and fixed income, supplemented by private market allocations for qualified investors. This approach aligns with the institutional model common among Geneva's independent wealth managers, prioritizing long-term risk-adjusted returns over tactical speculation.
How is NextGen Wealth Managers regulated?
As a Swiss-based wealth manager, NextGen Wealth Managers is expected to operate under the regulatory oversight of the Swiss Financial Market Supervisory Authority (FINMA). Since 2020, Swiss independent asset managers have been required to obtain a FINMA license, which mandates adherence to conduct, capital adequacy, and anti-money laundering standards. Formal confirmation of NextGen's regulatory status requires a direct FINMA registry check.
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