LF Finance

What LF Finance does

LF Finance (Suisse) SA is a privately held Swiss wealth management firm founded in 1984 and headquartered at 86 Rue du Rhône, Geneva. It is wholly owned by Banque SBA SA (Paris) and has operated as the dedicated European wealth management arm of Groupe Banque Libano-Française since 2006, serving sophisticated private clients and institutional counterparties. The company is regulated by FINMA under the Federal Act on Stock Exchanges and Securities Trading, with additional compliance to the Swiss Financial Services Act (FinSA), the Automatic Exchange of Information (AEOI) regime, and esisuisse deposit insurance covering client balances up to CHF 100,000.

The firm's product suite spans eight core lines: Advisory (Gestion Conseillée) with active asset allocation and portfolio restructuring; Brokerage covering global stocks, bonds, and options; an Investment Funds platform providing access to 15,000 funds from global managers; a limited Private Equity offering for qualified clients; Structured Products including opportunistic and bespoke structures; Lombard Credit facilities against pledged securities; Cash Management and Payments (current accounts, FX hedging, fiduciary deposits, transfers, credit cards); and Estate Planning using offshore companies, trusts, and foundations. Distribution is delivered through relationship managers supported by product specialists and financial analysts, supplemented by an e-banking platform for client access.

Revenue is generated from a mix of recurring advisory fees, transaction-based brokerage and fund distribution commissions, structured product structuring fees, credit facility income, and professional services fees for estate planning. Pricing is not publicly disclosed and is tailored to client profile, complexity, and mandate. Marketing is limited to electronic newsletters and social channels operated under the parent group's brand (LinkedIn, Facebook, YouTube, My BLF App). The firm reports no public revenue figures, has not raised external funding, and operates with a 1-10 employee headcount, positioning it as a boutique subsidiary within a larger privately held banking group.

Name

LF Finance

Legal name

LF Finance (Suisse) SA

Website

https://lffinance.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

LF Finance (Suisse) SA is a Geneva-based, FINMA-regulated wealth management firm founded in 1984, serving sophisticated private and institutional clients with advisory, brokerage, fund investment, structured products, and estate planning services. It is wholly owned by Banque SBA SA and is the European wealth arm of Groupe Banque Libano-Française.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL), Private Markets Fund of Funds (PE / VC / Private Credit FoF) (FSAHAKAF)

Keywords

• Wealth management services
• Private banking
• Investment advisory
• Asset management
• Portfolio management

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory: Advisory and asset allocation services including investment strategy development, portfolio follow-up, and restructuring solutions for private and institutional clients.
2. Brokerage: Coverage of major financial markets worldwide for trading stocks, bonds, and options instruments.
3. Fund Investment Platform: Access to platform of 15,000 funds covering renowned fund managers globally. Revenue derived from fund distribution and selection services.
4. Private Equity: Limited selection of private equity funds offered to sophisticated clients.
5. Structured Products: Advisory, structuring, and distribution of structured products for private and institutional clients. Includes opportunistic and tailor-made products.
6. Lombard Credits: Credit facilities against pledging of securities portfolios including stocks, bonds, mutual funds, and money market investments.
7. Cash Management and Payments: Current account operations, forex transactions and hedging, fiduciary deposits, transfers, and credit cards.
8. Estate Planning: Customized structures including offshore companies, trusts, and foundations as part of advisory role.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

LF Finance (Suisse) SA provides personalized wealth management services to sophisticated private and institutional clients from Geneva. Its core offerings encompass investment advisory and asset allocation, brokerage across global financial markets, access to a 15,000-fund investment platform, private equity funds, structured products, Lombard credit facilities against pledged securities, cash management and payments, and estate planning structures including offshore companies, trusts, and foundations. Services are delivered through dedicated relationship managers working with product specialists and financial analysts.

Product overview

LF Finance (Suisse) SA is a Swiss wealth management company founded in 1984 in Geneva, wholly owned by Banque SBA SA and part of the Banque Libano-Française Group since 2006. The company offers a comprehensive suite of wealth management products and services for private and institutional clients. Its core offerings include Advisory (Gestion Conseillée), Brokerage, Investment Funds (access to 15,000 funds), Private Equity, Structured Products, Credit Facilities (Lombard Credits), Cash Management and Payments, and Estate Planning. The company is regulated by FINMA and governed by the Federal Act on Stock Exchanges and Securities Trading.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory (Gestion Conseillée)

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

Two partnerships are on record, tiered core.

• esisuissecoreOthersesisuisse is the Swiss deposit protection system. LF Finance (Suisse) is required to sign the Self-regulation 'Agreement between esisuisse and its members', providing deposit protection up to CHF 100,000 per client.
• FINMAcoreOthersFINMA (Swiss Financial Market Supervisory Authority) is the regulatory authority overseeing LF Finance (Suisse). The company is governed by the Federal Act on Stock Exchanges and Securities Trading and the Swiss Financial Services Act (FinSA).

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Banque Pictet & Cie: Pictet Group's Swiss banking entity operating private banking and wealth management from Geneva—directly comparable as a Geneva-based Swiss regulated wealth manager.
• Lombard Odier: Geneva-headquartered Swiss private bank providing wealth management, investment advisory, and structured solutions to HNW and institutional clients—closely overlapping with LF Finance in location and service breadth.
• Hyposwiss Private Bank: Zurich-based Swiss private bank focused on wealth management, advisory, and fund services for private clients—comparable boutique Swiss wealth manager with similar service stack.
• Bordier & Cie: Geneva-based independent Swiss private bank providing wealth management, advisory, and brokerage services to private clients—a closely comparable boutique private bank in the same city.
• Union Bancaire Privée (UBP): Geneva-headquartered Swiss private bank with strong wealth management and asset management franchises serving private and institutional clients—closely comparable in geography and offering.
• Pictet Group: Geneva-based Swiss private bank and wealth manager offering advisory, asset management, and fund services to private and institutional clients—directly comparable to LF Finance in jurisdiction, client focus, and service mix.
• Mirabaud: Geneva-based Swiss private bank offering wealth management, asset management, brokerage, and corporate finance—directly comparable as a Geneva-rooted multi-service wealth manager.
• Banque de Commerce et de Placements (BCP): Geneva-based Swiss private bank providing wealth management, advisory, and corporate banking services to private and institutional clients—closely comparable Geneva-rooted boutique.

Broad incumbents

• EFG Bank: Zurich-based Swiss private bank offering wealth management, investment advisory, and asset management to private and institutional clients—comparable in services but operates at significantly larger scale.
• Julius Baer: Major Swiss private banking group with a global wealth management platform serving HNW clients across advisory, brokerage, and structured products—overlaps with LF Finance's core offering at much greater scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/user/BLFLibanoFrancaise
• Facebookfacebook.com/pages/Hamra-Lebanon/Banque-Libano-Francaise/116753708346385
• LinkedInlinkedin.com/company/lf-finance-suisse-sa

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 LF Finance