Vulcan Assets Management
Independent wealth management in Geneva
We support entrepreneurial families and significant fortunes with an extremely disciplined approach: objective definition, custodian bank selection, portfolio construction, and continuous monitoring.
Who do we turn to?
We support entrepreneurial families and large fortunes seeking independent management with clear objectives, Constraints observed and continuous risk control.
Families
entrepreneurial
We support those who need to integrate personal and business needs: capital protection, long-term planning, and investment choices aligned with family goals. A method that helps maintain course and discipline, even in the most complex market moments.
UHNWIs and multi-asset needs
For portfolios requiring genuine diversification and ongoing management: we guarantee access to all asset classes, thanks to the numerous relationships we have built up over the years with leading global financial institutions
Assets with restrictions and preferences
When there are specific constraints (liquidity, currency, concentrations, exclusions, tax or operational needs), customisation is not an “extra”: it is part of the process. We build portfolios that respect constraints without losing structure and control.
40+
Active management mandates
30 +
Years of founder experience
98%
Customer retention rate
More than 5 million Swiss francs
Minimum capital for client under management
Our wealth management services
Independent wealth management, built on clear objectives and explicit constraints, with continuous oversight of the portfolio and the operational relationship with the custodian bank.
Asset management (mandate)
Construction and management of portfolios consistent with jointly defined objectives and constraints, with operational implementation and continuous oversight.
Strategy and asset allocation
Definition of the medium-to-long-term investment strategy and asset allocation choices among the main asset classes, with clear criteria for diversification and exposure control.
Tool selection and implementation
Selection of the most suitable instruments for the strategy (based on efficiency, liquidity, and role) and coordination of execution by the custodian bank.
Monitoring and tactical adjustments
Constant monitoring of portfolio risk, concentrations and consistency; rebalancing when necessary and disciplined management of opportunities.
Reporting and ongoing reporting
Periodic updates and review meetings to check portfolio alignment with objectives, with a dedicated point of contact and streamlined operational processes.
Custody bank coordination
Operational relationship support: defining scope, day-to-day management, and reducing friction between decisions and banking operations.
Our investment process
A clear process, from initial listening to ongoing management: objectives and constraints first and foremost, defined governance, continuous monitoring, and disciplined decision-making.
STEP 1
Objectives and risk profile
Preliminary alignment on: client needs, reference currency, time horizon, risk profile, expected return
STEP 2
Choice of custodian bank
We collaborate with the most important banking institutions in Switzerland. This allows us, based on the size of the assets, to choose the most suitable custodian with the client.
STEP 3
Constraints and operational setup
Definition of constraints (liquidity, concentrations, exclusions, specific client needs)
TRIP 4
Definition of Asset Allocation
Asset allocation and selection of financial instruments, with clear diversification logic and consistency with pre-established objectives
STEP 5
Implementation and verification
Operational implementation of the chosen strategy and further consistency check between the defined setting and the actual portfolio.
TRACY: That has to be the most uninspired and boring thing I've ever seen.
Monitoring and rebalancing
Continuous monitoring of risks and exposures, with rebalancing and updates as necessary.
Let's define your financial goals
A confidential discussion to define objectives, constraints, and operational scope. If we are aligned, we will define the mandate's structure and the next steps.