# Patrimoine & Gestion

Patrimoine & Gestion is a Bank / Wealth / Trust based in Morges, Switzerland.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Morges, Switzerland
- **Region:** Europe
- **Address:** Morges, Switzerland
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** www.patrigest.ch
- **LinkedIn:** linkedin.com/company/patrimoine-gestion

## Regulatory record

- **Reports private funds:** No

## About

Based in Morges, Vaud, Patrimoine & Gestion is a Swiss wealth manager embedded in the lake Geneva financial corridor. The firm delivers portfolio management and advisory services to private clients, drawing on the region's deep tradition of cross-border wealth structuring. Its location, equidistant between Geneva and Lausanne, positions it within a dense network of independent asset managers catering to European high-net-worth families, many of whom seek Swiss-based oversight for their liquid and, occasionally, illiquid holdings. The firm's investment posture centers on discretionary and advisory mandates spanning traditional asset classes. Publicly available registrations indicate typical Swiss wealth-management activity: global equity and fixed-income allocation, fund selection, and structured-product integration. There is no public evidence of a direct private-equity origination engine, though Swiss independent asset managers of this profile frequently access institutional private-market funds on behalf of clients. Scale and team specifics are not publicly disclosed by the firm. Like many discrete Swiss wealth managers, Patrimoine & Gestion does not publish AUM figures or headcount on its website. Its regulatory footprint is local, authorized by the Swiss Financial Market Supervisory Authority (FINMA) or a recognized supervisory body for independent asset managers. No adjacent philanthropic foundations, club-deal networks, or separate real-asset vehicles are publicly linked to the firm. A structural differentiator for Patrimoine & Gestion is its archetype: the independent Swiss asset manager serving a concentrated book of clients without the product-distribution pressures of a banking institution. This architecture places it among a class of firms where client relationships are direct and often generational, with investment committees making unconflicted allocation decisions.

## Sectors

- Real Estate
- Private Credit

## Questions

### How does the firm's Morges location shape its operating model?

Morges places the firm between Lausanne and Geneva in canton Vaud, Switzerland's densest concentration of ultra-high-net-worth families per capita. This location allows Patrimoine & Gestion to serve local wealth directly, avoiding the brand competition and higher cost base of Zurich's financial center while maintaining proximity to Geneva's private-banking infrastructure when needed.

## Related profiles

- [Patricof Co](https://altss.com/profile/patricof-co)
- [Patrimoine Ingenierie Consulting](https://altss.com/profile/patrimoine-ingenierie-consulting)

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Last updated: 2026-08-11T02:43:31.692Z

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