The GEPOLIS philosophy places your interests at the heart of our activities, with a focus on four key values: Independence, Trust, Integrity and Security.
Independence provides the opportunity for an unrestricted selection of financial products from various financial institutions which are ideally customized to your investor profile.
GEPOLIS provides its clients with total transparency in terms of portfolios’ composition, results, risk management, diversification and cost analysis. This transparency allows the development of client relations based on complete trust: we are aiming to deliver a highly reliable consultancy service, an absolute discretion and commitment towards you, in order to best serve your interests.
As a member of ARIF (the French-Swiss Association of Financial Intermediaries) and of financial markets supervisory authorities for Québec (AMF), Ontario (OSC) and in Yukon Te r r i t o r y ( t h e O f fi c e o f t h e Yu k o n Superintendent of Securities), GEPOLIS observes absolute compliance with the directives of FINMA (the Swiss Financial Market Supervisory Authority) and the Code of Ethics. We are committed to a responsible and ethical management of your assets.
GEPOLIS manages your assets, in due consideration of your own risk appraisal and your long-term objectives, thereby ensuring that your estate is preserved in order to be passed on to future generations.