What Selvi & Cie does

Selvi & Cie SA is a Geneva-based Swiss private banking boutique founded in 1970 and wholly owned by the Selvi family. The firm operates as a FINMA-authorized Maison de titres (securities house) under FINMA supervision, with membership in the Swiss Bankers Association, the SWIFT network (SELVCHGG), Esisuisse deposit protection, and qualified intermediary / FATCA / EAR status. It is headquartered at Rue du Grütli 4 in Geneva and employs between 11 and 50 staff. The firm has maintained its family-ownership model and small scale unchanged since founding, deliberately positioning itself against large universal banks through discretion, stability, and direct access to decision-makers.

The firm delivers wealth management through five core service pillars: (1) Gestion discrétionnaire (discretionary portfolio management under a defined strategy), (2) Conseil en investissement (investment advisory in either global/portfolio-aware or point-in-time format), (3) Négociation et Administration de valeurs (securities trading and administration as intermediary/depositary), (4) Change et marchés monétaires (spot and forward FX plus money market placements with selected counterparties), and (5) Création et administration de trusts et sociétés de patrimoine (trust and wealth-structure creation and administration, including trustee roles). It also publishes monthly (Lettre Mensuelle) and quarterly (La Lettre Financière) market and economic commentary, plus editorials, as part of its client relationship model.

The revenue model is fee-based across three streams: recurring AUM-linked management and advisory fees on managed and advised portfolios, transaction-based fees on securities execution and FX/money market activity, and professional services fees on trust and estate administration. Pricing is governed by a published standard tariff schedule and tailored per client relationship. Customer acquisition is entirely direct and relationship-driven through the executive team (CEO, COO, CLO/CRO); there are no digital channels, mobile applications, or API integrations. Customer segments are HNW entrepreneurs, families, and independent individuals, with intergenerational wealth transfer as a recurring use case. Leadership is led by Laurent Selvi (CEO since 1987), Olivia Selvi (CLO/CRO since 2005), and Fernando Menendez (COO, Director since 2011), supported by an independent Board chaired by Stéphanie Hodara El Bez.

Name

Selvi & Cie

Legal name

Selvi & Cie SA

Website

https://selvi.ch

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

11–50 employees

Short description

Selvi & Cie SA is a family-owned Geneva private banking boutique, founded in 1970 and FINMA-authorized, serving HNW entrepreneurs, families, and individuals with discretionary portfolio management, investment advisory, securities administration, FX services, and trust/estate planning via direct relationship-based distribution.

Ownership category

akta.pro rank

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. Discretionary Asset Management: Discretionary portfolio management where the bank manages client assets according to agreed investment strategies, generating management fees based on assets under management.
2. Investment Advisory Services: Advisory fees for global portfolio advisory and point-in-time investment recommendations.
3. Securities Trading and Administration: Execution of client investment decisions and securities administration services.
4. Foreign Exchange and Money Market Operations: Currency exchange services (spot and forward) and money market placements.
5. Trust and Estate Services: Creation and administration of trusts and wealth structures, acting as Trustee.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Selvi & Cie SA is a Swiss private banking boutique based in Geneva that delivers wealth management services to high-net-worth individuals, families, and entrepreneurs. The firm offers discretionary portfolio management, investment advisory (global and point-in-time), securities trading and custody/administration, foreign exchange and money market operations, and trust and wealth-structure creation and administration.

Product overview

Selvi & Cie is a Swiss private banking boutique offering a unified suite of wealth management services centered around five core products: discretionary portfolio management, investment advisory (global and ponctual), securities trading and administration, foreign exchange and money markets, and trust/wealth structure creation and administration. The firm also produces regular financial publications including monthly letters (Lettre Mensuelle) and quarterly financial letters (Lettre Financière), plus editorial content. All services are delivered through the company's Geneva office with a personalized, relationship-based approach characteristic of boutique private banking.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Portfolio Management Full-discretion portfolio management where the bank's investment experts manage client assets according to a clearly defined, jointly agreed strategy, with continuous adjustment and execution without requiring per-transaction client approval. Targeted at high-net-worth individuals, families, and entrepreneurs seeking outsourced portfolio management.
• Investment Advisory Investment advisory service offered in two formats: a global advisory that considers the entire portfolio and investment strategy, and a point-in-time advisory for specific needs without considering the overall portfolio context. Clients retain final decision-making authority.
• Securities Trading and Administration Execution of client securities orders with clarity and precision, combined with securities custody and administration, serving as depositary and intermediary for client holdings.
• Foreign Exchange and Money Market Operations Currency exchange services covering spot and forward transactions, along with money market placements with carefully selected solid counterparties.
• Trust and Wealth Structure Creation and Administration Creation and administration of trusts and wealth-holding companies, including acting as Trustee, supporting wealth organization, preservation, and intergenerational transfer according to client needs.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• Swiss Bankers Association (Association Suisse des Banquiers)coreOthersSelvi & Cie SA is a member of the Swiss Bankers Association and signatory of the Banking Due Diligence Convention, demonstrating commitment to integrity and responsibility standards in Swiss private banking.
• SWIFT NetworkcoreTechnology or IntegrationAs a member of the SWIFT network and Swiss banking clearing system, Selvi & Cie ensures secure, rapid, and efficient handling of national and cross-border payment operations for clients.
• Esisuisse (Deposit Protection)coreOthersAs a member of Esisuisse, Selvi & Cie participates in the Swiss deposit guarantee system, providing assurance to clients regarding deposit protection.
• FINMA (Swiss Financial Market Supervisory Authority)coreOthersSelvi & Cie SA operates under FINMA authorization and supervision as a Maison de titres (securities house/account keeper), ensuring compliance with all applicable Swiss legal and regulatory standards.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• EFG International: Swiss private banking group headquartered in Zurich/Geneva offering wealth management, advisory and lending to HNW individuals and families — overlapping Swiss private banking segment.
• Indosuez Wealth Management: Geneva-headquartered international private banking arm of Crédit Agricole serving HNW clients with portfolio management, advisory and wealth structuring — directly competing Swiss-domiciled private bank.
• Mirabaud: Geneva-headquartered independent Swiss private bank offering discretionary management, advisory, brokerage and wealth planning — a same-city, same-segment boutique peer with comparable family/private structure.
• Lombard Odier: Geneva-based Swiss private banking group providing portfolio management, advisory, custody and wealth structuring to HNW families worldwide — competing in the same Swiss boutique private banking category as Selvi.
• Julius Baer: Zurich-headquartered Swiss pure-play wealth manager serving HNW clients globally with advisory, discretionary mandates, lending and execution — a larger but directly comparable Swiss private banking competitor.
• Banque Bonhôte & Cie: Independent Geneva private banking boutique providing discretionary management, advisory, securities trading and wealth structuring — a closer size-match boutique peer to Selvi in the same Geneva micro-segment.
• Union Bancaire Privée (UBP): Geneva-based Swiss private bank specializing in wealth management, asset management and alternative investments for HNW and institutional clients — directly comparable Swiss private banking franchise.
• Pictet Group: Geneva-headquartered Swiss private bank and wealth manager offering discretionary asset management, advisory, custody and trust services to HNW/private clients — directly comparable boutique-to-large-boutique competitor to Selvi & Cie.

Broad incumbents

• Rothschild & Co: Global wealth and asset manager with a strong Swiss/Geneva presence serving UHNW families with advisory, discretionary and wealth structuring — competes with Selvi at the upper end of the same HNW segment but operates on a much larger scale.
• Vontobel: Zurich-based Swiss financial group with wealth management, asset management and investment banking — broader incumbent offering overlapping private banking capabilities, not boutique-pure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance8 records

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 Selvi & Cie