Wealth management firm · Geneva
Grow your wealth
with Swiss management
of excellence.
High-performing, secure and tailor-made investment strategies, orchestrated by certified experts — for a demanding private clientele from 50,000 CHF to several million.
- FINMA approved
- Geneva Square
- Controlled yield
Geneva — Left Bank
Swiss precision, at the service of your heritage
+1500
accompanied clients
FINMA
N° F01098679
+25
cumulative years
8%
Performance objective
the observation
Your savings deserve better than an account that's dwindling.
La gestion de votre patrimoine en Suisse
Inflation, market volatility, and a lack of visibility are silently eroding the purchasing power of your capital. Without a structured strategy, each lost year costs you points of return that you will never recover.
01
Savings that are lying dormant
Cash that stagnates while inflation erodes its real value.
02
A lack of visibility
Dispersed investments, without an overall strategy, without clear reporting.
03
A disappointing performance
Standard banking products, well below the market potential.
04
Growing complexity
Taxation, inheritance, diversification — all these topics require the eye of an expert.
Our response
Independent, prudent and sustainable management.
AEC Management est un cabinet genevois de gestion de patrimoine, agréé par la FINMA et affilié à l’organisme SO-FIT. Nous accompagnons une clientèle privée et professionnelle dans la préservation, la structuration et la croissance de leur patrimoine — avec rigueur, transparence et une gouvernance exemplaire.
FINMA · N° F01098679
regulated by
Personalized management
Each strategy is custom-built, following a thorough analysis of your objectives.
Cautious approach
Management in accordance with the Swiss regulatory framework, overseen by FINMA.
Long term vision
Preserve, grow and pass on — in rhythm with life and heritage.
Customer benefits
What you get when you entrust your assets to AEC Management SA
Each mandate is designed to last, protect and perform — without compromising on service quality and reporting transparency.
Tailor-made management
An allocation built around your risk profile, your time horizon and your projects.
Optimized yield
Performance target of 5 to 10%, based on an active and diversified strategy.
Security of funds
Assets deposited with leading Swiss custodian banks.
Smart diversification
Stocks, bonds, certificates, unlisted — a comprehensive and responsive allocation.
Transparent reporting
Clear, regular and detailed access to the performance and composition of your portfolio.
Exclusive solutions
Access to institutional products, including our Delta Finance Growth Balanced certificate.
our method
A four-step protocol, orchestrated with rigor.
Alpes suisses — Gestion long terme
01
Asset audit
A complete analysis of your existing assets, liabilities, cash flows and structures. No blind spots.
02
Analysis of objectives
Horizon, expected return, risk tolerance, taxation, succession — we structure the target.
03
Tailor-made strategy
Asset allocation, investment vehicle selection, legal and tax structuring.
04
Monitoring & optimization
Transparent reporting, periodic review, and adjustments based on market cycles.
Exclusive opportunity
Delta Finance Growth Balanced Index.
An actively managed certificate (AMC), designed to capture major global growth themes — AI, cloud, energy transition, digital finance — while maintaining prudent management discipline.
- Active, discretionary and reactive strategy
- Fundamental analysis + combined technical analysis
- Sectoral and geographical diversification
- Eligible for pension benefits
Investing involves the risk of capital loss. This document is not legally binding. It is reserved for clients qualified under the Financial Services Act (FinSA).
activitely managed certificate
8%
Annual performance objective
Delta Finance Growth Balanced Index
Overall
Geographic allocation
Active
Discretionary management
Vontobel
Custodian bank
Overall
Geographic allocation
issuer
Vontobel Financial Products Ltd.
maturity
Open End
Strategy
Active · Global · Discretionary
Wealth management firm · Geneva
An experienced team, a network of experts.
A network of lawyers, notaries and tax specialists available at every stage of your project.
Mehdy Bourokba
CEO & Fondateur
Over 10 years of experience in wealth management serving an international private clientele.
Samar Suleiman
Head of Investment
Over 15 years of expertise in investment, asset allocation and discretionary management.
+1500
accompanied clients
+10 ans
of accumulated experience
+20
partners & distributors
Genève
financial center
Exclusive offer
Free wealth assessment — value 500 CHF.
One hour with one of our certified advisors. No obligation. A limited number of appointments each month to guarantee the quality of support.
- A complete review of your financial situation
- Analysis of your current investments
- Proposal of appropriate strategies
- A personalized summary report
CONFIDENTIAL
48 H
NO OBLIGATION
Make an appointment
Request your wealth assessment.
Send us some information — an advisor will contact you within 48 business hours in complete confidentiality.
Frequently asked questions
Everything you need to know before investing.
A question that isn't listed? An AEC advisor is available to discuss it with you.
Is my money safe?
Your assets are held with leading Swiss custodian banks and remain in your name. AEC Management is authorized by FINMA (No. F01098679) and never holds your funds directly.
What return can I expect?
Our strategies aim for an annualized return of 5% to 10%, depending on your risk profile and investment horizon. However, investing carries a risk of capital loss.
Is there a commitment?
Our management mandates are flexible and can be terminated at any time, without hidden fees. Transparency is a fundamental principle of our governance.
Who can invest with AEC Management?
We support private and professional clients residing in France, Switzerland, Belgium and Europe, with assets starting from CHF 50,000.
What are the tax implications?
We integrate the tax dimension from the outset of the strategy development, in coordination with our approved tax partners according to your country of residence.
How long does it take to get started?
Between the first meeting and the operational implementation, allow generally 2 to 4 weeks — the time for auditing, analysis and opening accounts.
AEC Management
Wealth management firm · Geneva
"Preserve, structure and grow your wealth — over the long term."
NAVIGATION
informations légales
Agréé FINMA N° F01098679
Affilié SO-FIT
Contact
- Antoine Verchère 3, 1217 Meyrin — Genève, Suisse
- +41 22 525 77 35
- invest@aec-conseil.ch
AEC Management is a Swiss wealth management firm, authorized by FINMA (No. F01098679) and affiliated with the professional body SO-FIT. Past performance is not indicative of future results. All investments carry a risk of capital loss, which may include the entire amount invested. The information presented on this page is for informational purposes only and does not constitute an offer, a personalized recommendation, or investment advice as defined by the Swiss Financial Services Act (FinSA).