Fidurhone

What Fidurhone does

Fidurhône SA is a privately held Swiss Securities Firm (société anonyme) headquartered in Geneva, founded in 1976 by three lifelong friends — including Daniel Vollenweider, who still holds approximately 75% of the capital — originally as a single-family office before evolving into a multi-family office. The firm has been FINMA-licensed as a Securities Dealer (now Securities Firm) since 1999 and is a member of esisuisse, giving clients deposit protection equivalent to Swiss banks while preserving Swiss Professional Secrecy.

The company provides custody services, discretionary and advisory portfolio management, and integrated family office solutions to ultra-high-net-worth families and family-owned businesses globally. Service breadth extends to estate planning, structuring (trusts, foundations, private funds), intellectual property management, family governance frameworks, and direct trading capabilities. Fidurhône operates on an open-architecture model with no in-house product distribution, eliminating conflicts of interest inherent to traditional banks that cross-sell proprietary products.

The business model is relationship-driven, with revenue generated primarily through advisory fees, discretionary portfolio management fees, and transaction-based fees on a recurring basis. Pricing is not publicly disclosed and is negotiated individually based on assets under management, service complexity, and relationship scope. Go-to-market relies on referrals from existing clients and professional advisors within Swiss and international private banking circles, rather than product-led or digital acquisition channels. The technology footprint is intentionally minimal: Fidurhône functions as a traditional human-advisory firm with no disclosed proprietary technology platform, app, or API.

Name

Fidurhone

Legal name

Fidurhône SA

Website

https://fidurhone.ch

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Fidurhône SA is a Geneva-based, FINMA-licensed Swiss Securities Firm founded in 1976 that provides custody, wealth management, and multi-family office services to ultra-high-net-worth families and family-owned businesses worldwide on an open-architecture, conflict-free basis.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Wealth management services
• Family office solutions
• Securities custody
• Portfolio management
• Estate planning

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Technology or R&D, Marketing or Sales

Revenue model

1. Wealth Management and Advisory Fees: Fidurhône generates revenue through wealth management services including advisory fees, discretionary portfolio management fees, and potentially transaction-based fees for securities trading and custody services. As a FINMA-licensed Securities Firm, the firm provides execution-only, advisory, and discretionary portfolio management services to wealthy families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Fidurhône is a FINMA-licensed Swiss Securities Firm providing secure custody, discretionary and advisory portfolio management, and multi-family office services to wealthy families worldwide. The firm operates on an open-architecture basis without in-house product distribution, and offers estate planning and structuring (trusts, foundations, private funds), trading capabilities, and family governance support. Founded in 1976 as a single-family office, it does not lend client assets, providing bank-equivalent deposit protection through esisuisse membership.

Product overview

Fidurhone is a FINMA-licensed Swiss Securities Firm offering an integrated suite of wealth management services. The core offering centers on secure custody services, discretionary and advisory portfolio management, and multi-family office solutions. Fidurhone operates on an open-architecture model without in-house product distribution, ensuring transparency and alignment with client interests. Additional services include estate planning and structuring (trusts, foundations, private funds), trading capabilities, and comprehensive family office support. Founded in 1976 as a single-family office, the firm has evolved into a multi-family office serving wealthy families worldwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Custody Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• esisuissecoreOthersesisuisse is the Swiss deposit insurance system for banks and securities firms. Fidurhône, as a Securities Firm (not a bank), is a member of esisuisse, enabling clients to benefit from deposit protection equivalent to that offered by Swiss banks. This membership provides regulatory backing and client confidence in the safety of deposits held at Fidurhône.

Scale indicators4 records

Recent moves7 records

Expansion highlights3 records

Direct peers

• Stonehage Fleming: Multi-family office providing wealth structuring, trust and fiduciary services, and family governance to UHNW families internationally. Directly comparable to Fidurhône's family-office service offering, particularly in cross-border structuring and multi-generational wealth planning.
• Gonet & Cie: Independent Geneva-based private bank offering wealth management, family office, and discretionary portfolio management services to private clients. Highly comparable to Fidurhône on size, Geneva domicile, and independent family-office model — notably mentioned in CEO Samuel Guex's prior executive management tenure.
• Bordier & Cie: Independent Geneva private bank offering wealth management, advisory, and family-office solutions to private clients. Comparable to Fidurhône as a Swiss independent, family-controlled wealth manager with a long Geneva heritage and similar client-segment focus.
• Mirabaud: Geneva-based independent private bank providing wealth and asset management, custody, and family office services to HNW/UHNW clients. Closely comparable in independent, open-architecture positioning, Geneva heritage, and relationship-driven service model.

Regional players

• Hyposwiss: Zurich-based Swiss private bank focused on independent wealth management and family-office-style services for HNW clients. Comparable on independent, open-architecture positioning and family-office-style service depth, though operating primarily outside Geneva.
• Banque Cantonale de Genève (BCGE): Geneva cantonal bank offering private banking, wealth management, and fiduciary services to local and regional HNW clients. Overlaps with Fidurhône on Geneva-based wealth management and fiduciary offerings, though within a regional-banking rather than independent-family-office model.

Broad incumbents

• Lombard Odier: Geneva-headquartered private bank with a long-standing HNW/UHNW wealth management franchise, including family-office-style services, custody, and estate/succession planning. Operates in the same Geneva ecosystem as Fidurhône and serves the same clientele, but at materially larger scale.
• Union Bancaire Privée (UBP): Swiss private bank with significant wealth management and family-office capabilities, including trust and fiduciary services for UHNW clients. Targets the same client pool as Fidurhône but operates with substantially greater scale and product breadth.
• EFG Bank: Swiss-headquartered private bank focused on UHNW wealth management, including custody, advisory, and family-office-type solutions. Competes for the same Geneva-resident and international family client base as Fidurhône, but with global footprint and institutional scale.
• Pictet Group: One of Switzerland's largest independent private banks, offering wealth management, asset management, and trust/fiduciary services to UHNW families globally. Directly comparable to Fidurhône on the HNW/UHNW wealth management and family-office axis, but with vastly greater scale, multi-jurisdictional presence, and a broader product platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fidurhone