Wealth Management Firm · Geneva
Grow your wealth
with Swiss management
of excellence.
High-performing, secure, and customized investment strategies, managed by certified experts—for discerning private clients with assets ranging from €50,000 to several million.
- FINMA-approved
- Geneva Square
- Controlled yield
Geneva — Left Bank
La précision suisse, au service de votre patrimoine
+1500
clients served
FINMA
N° F01098679
+25
total years
8%
Return target
the finding
Your savings deserve better than an account that's losing value.
Inflation, market volatility, and a lack of visibility are quietly eroding the purchasing power of your capital. Without a structured strategy, every year that passes costs you returns that you’ll never get back.
01
Savings that sit idle
Cash sitting idle while inflation erodes its real value.
02
A lack of visibility
Investments that are scattered, lacking an overall strategy, and without clear reporting.
03
A disappointing performance
Standard banking products that fall far short of the markets' potential.
04
Increasing complexity
Taxation, estate planning, diversification—these are all topics that require an expert’s insight.
our response
Independent, prudent, and sustainable management.
AEC Management is a Geneva-based wealth management firm licensed by FINMA (No. F01098679) and affiliated with SO-FIT. We assist private and institutional clients in preserving, structuring, and growing their wealth—with rigor, transparency, and exemplary governance.
FINMA · N° F01098679
regulated by
Customized management
Each strategy is tailored to your specific needs following a thorough analysis of your goals.
Prudent approach
Management in accordance with the Swiss regulatory framework, overseen by FINMA.
Long-term vision
Preserve, grow, and pass on—in harmony with life and heritage.
Customer Benefits
What you get when you entrust your assets to AEC Management SA
Every mandate is designed to be long-lasting, secure, and effective—without compromising on service quality or reporting transparency.
Customized Management
An investment portfolio tailored to your risk profile, investment horizon, and financial goals.
Optimized performance
A performance target of 5% to 10%, based on an active and diversified strategy.
Fund Safety
Assets held with leading Swiss custodian banks.
Smart diversification
Stocks, bonds, certificates, and unlisted securities—a comprehensive and responsive investment strategy.
Transparent reporting
Clear, regular, and detailed access to your portfolio’s performance and composition.
Exclusive solutions
Access to institutional products, including our Delta Finance Growth Balanced Certificate.
Our method
A four-step protocol, meticulously orchestrated.
Alpes suisses — Gestion long terme
01
Wealth Management Audit
A comprehensive analysis of your assets, liabilities, cash flows, and existing structures. No blind spots.
02
Analysis of Objectives
Time horizon, expected return, risk tolerance, tax considerations, estate planning—we help you define your goals.
03
Customized strategy
Asset allocation, investment vehicle selection, legal and tax structuring.
04
Monitoring & Optimization
Transparent reporting, periodic reviews, and investment decisions 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 computing, the energy transition, and digital finance—while maintaining a prudent investment strategy.
- Active, discretionary, and responsive strategy
- Combined fundamental and technical analysis
- Sectoral and geographic diversification
- Eligible for the retirement allowance
Investing involves the risk of capital loss. This document is not binding. Available only to qualified clients as defined by the Financial Services Act.
activitely managed certificate
8%
Objectif de rendement annuel
Delta Finance Growth Balanced Index
Global
Allocation géographique
Actif
Gestion discrétionnaire
Vontobel
Banque dépositaire
Global
Allocation géographique
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 attorneys, notaries, and tax specialists available to assist you at every stage of your project.
Mehdy Bourokba
CEO & Fondateur
Over 10 years of experience in wealth management serving an international private client base.
Samar Suleiman
Head of Investment
Over 15 years of expertise in investment, asset allocation, and discretionary management.
+1500
clients served
+10 ans
d’expérience cumulée
+20
partenaires & dépositaires
Genève
place finanvière
Exclusive Offer
Free financial assessment — valued at €500.
An hour with one of our certified advisors. No obligation. We limit the number of appointments each month to ensure the quality of our support.
- Comprehensive review of your financial situation
- Analysis of Your Current Investments
- Proposal for Appropriate Strategies
- A customized summary report
CONFIDENTIEL
48 H
SANS ENGAGEMENT
Make an appointment
Request your financial assessment.
Please provide us with some information—an advisor will contact you within 48 business hours in complete confidence.
Frequently Asked Questions
Everything you need to know before investing.
Can't find the answer to your question? 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 licensed by FINMA (No. F01098679) and never holds your funds directly.
What kind of 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 involves the risk of capital loss.
Is there a commitment?
Our management agreements are flexible and can be terminated at any time, with no hidden fees. Transparency is a fundamental principle of our governance.
Who can invest with AEC Management?
We serve private and business clients residing in France, Switzerland, Belgium, and elsewhere in Europe, with assets of at least €50,000.
What are the tax rules?
We incorporate tax considerations from the very beginning of the strategy-building process, in coordination with our certified tax advisors in your country of residence.
How long does it take to get started?
Between the initial meeting and the system going live, you should generally allow 2 to 4 weeks—enough time for the audit, analysis, and account setup.
AEC Management
Independent Wealth Management · Geneva
“Preserve, organize, and grow your wealth—for the long term.”
NAVIGATION
Legal Information
Agréé FINMA N° F01098679
Affilié SO-FIT
Contact
- Antoine Verchère 3, 1217 Meyrin — Genève, Suisse
- +41 22 525 77 35
- info@aec-conseil.ch
AEC Management is a Swiss wealth management firm licensed by FINMA (No. F01098679) and affiliated with the professional association SO-FIT. Past performance is not indicative of future results. All investments involve a risk of capital loss, which may extend to the full 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 within the meaning of the Financial Services Act (LSFin).
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