Suiza Fidelis SA provides independent asset‑management services to private and institutional clients. Relationships are built on trust, stability, and a long‑term perspective. The investment approach is personalised, with a focus on conservative and non‑speculative strategies centred on capital preservation, liquidity, and disciplined risk management.
Founded in Switzerland in 2008
Suiza Fidelis SA is an independent portfolio manager with long‑standing expertise in European and American capital markets. The investment philosophy is conservative and non‑speculative, with a focus on capital preservation, liquidity, and long‑term value creation.
Regulated and Supervised
Suiza Fidelis SA is licensed by FINMA as a gestionnaire de fortune and is affiliated with the Supervisory Organisation SO‑FIT. The firm operates under Swiss financial‑market regulation and maintains full compliance with the applicable requirements of the Financial Institutions Act (FINIA/LEFin) and its implementing ordinances.
Custodian Banks
Suiza Fidelis works exclusively with Swiss‑regulated institutions for client custody accounts. Our long‑standing, stable, and professional relationships support an efficient account‑opening process and consistent service quality. Custodian banks are selected by clients maintaining the independence of the asset‑management mandate while Suiza Fidelis remains focused solely on the client’s investment objectives.
SYZ Bank: Private bank of Geneva most recognized for its management of Investment Funds. Recognized as Best Private Banking Boutique in 2014, 2015, 2016, 2017, 2018, and 2019 by Banker Magazine (Financial Times); Awarded Best Private Bank , Client service by Wealth Briefing awards 2018; and best alternative fund manager, 2020;
Banque Heritage : Custodian bank born from the merger of Banque Heritage SA and Sallfort Privatbank AG. The origins of Banque Heritage SA and Sallfort Privatbank AG date back to the raw materials business, an activity in which the Esteve and Barth families have more than 200 years of experience.
ODDO BHF: Its foundation dates to 1890, it is currently a Franco-German group with a strong presence in Switzerland where in 2021 they acquired the oldest Bank in Geneva, Landolt & Cie SA founded 1780. Their headquarters are in Paris, France and they have an international presence in Europe, Asia, the US and Africa.
PKB: Private bank ranked first among Ticino-based private banks in the 2026 Swiss Private Banking Identity Inde (SPBix). It also secured third place among Swiss banks.