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Zeta Finance SA Overview

Type

Multi Family Office

General Information

Zeta Finance SA is a multi-family office headquartered in Corsier, Switzerland. Founded in 2007, the firm provides discretionary and advisory wealth management, investment consulting and fund management services to several entrepreneurial families and their related entities. Its Geneva-region team structures multi-asset portfolios, oversees manager selection, and handles consolidated reporting, tax coordination and succession planning while preserving long-term capital for future generations.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Corsier, Switzerland

Portfolio & Notable Allocations


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