suiza-fidelis.com
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About us

Who we are

A Company with Traditional Values

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Suiza Fidelis S.A. is an independent portfolio manager founded in Switzerland in 2008.

The company has extensive expertise in European and American Capital markets.

As independent portfolio managers, since 2009 the company has had the status of qualified investor granted by the OAR-G, in addition to complying with the regulations of the FINMA (Swiss Financial Market Supervisory Authority).

Since 2014, Suiza Fidelis S.A. has received its registration as Global Intermediary, by the IRS (Tax services) of the USA, within the framework of the new international regulation FATCA.

Additionally, since 2024, Suiza Fidelis has successfully obtained the license from the FINMA as gestionnaire de fortune.

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Long-Term Vision

We manage our investments with a long-termvision of the future, as well as our relationships with our clients.

Excellence

Our daily work is guided by achieving the best for our clients through a conservative management approach.

Discretion

We firmly believe that investment advice is based on trust, security and confidentiality.

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Code of ethics

We do not advise guided by placement commissions or payments from third parties.

Our wide range of custodian Banks ensures our independence in giving our advice.

Investment not speculation

Our job is to advise on long-term investment, capital preservation, not on speculation.

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Suiza Fidelis

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  • Independant Asset Management
  • Management Structure
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