Complete financial services with uncommon commitment
Fortune Investment Management SA was founded by financial professionals with extensive director-level experience at prestigious international banks.
Our mission is simple: to provide and coordinate a complete range of personal and corporate financial services for high-net-worth individuals and their companies. This is in contrast to most financial intermediaries, who provide wealth management only.
Our commitment is to provide the level of support we would want for ourselves and for our families. We deliver this through personally-tailored solutions that we regularly review to ensure each customer benefits from the most effective arrangements, operating in accordance with explicit ethical and business values.
Based in Geneva and a Financial Intermediary member of the Association Romande des Intermédiaires Financiers (ARIF), we offer our customers the benefits of special partnerships with prestigious international institutions, negotiating bespoke solutions and special rates.
At the same time, we are careful to maintain our independence and do not offer any products of our own to ensure you can rely on completely impartial advice that has only your interests at heart.
The sole exceptions are structured products to exploit market opportunities that we ourselves have identified. We engage financial institutions in a competitive bidding process to offer these products, selecting the solution that is most advantageous for our customers.
Our aim is to build close and trusted relationships with our customers over the years. Relationships founded on the strong performance of our services that enable us to provide ever more insightful recommendations, based on a longstanding and detailed understanding of each customer's objectives and preferences.
You will find a comprehensive outline of our services here on our website, where the solutions themselves cannot be described since they are all individually tailored to your goals and requirements.
Please do not hesitate to contact us to discuss a meeting where we will be able to assess your needs in detail.