Founded in 1994, we are a Swiss company active in wealth management, offering a highly personalized service to a local clientele.

Defending the values of respect, high standards and integrity, our approach is based on certain fundamental principles : the quality of the service we offer our customers, our expertise in financial management and our total independence in investment matters.

Based in Nyon and Lausanne in the Canton of Vaud, Vector Gestion is a licensed financial intermediary, member of and supervised by the Swiss Association of Asset Managers (ASG).

OUR MODEL

A Swiss company founded in 1994 and active in the field of wealth management, Vector Gestion brings together a dozen professionals from different backgrounds, fully committed to their clients over the long term and bringing cutting-edge experience and skills to their field.

Constance

Coming from renowned banking establishments, the talent we've been able to attract has remained loyal to us, bringing consistency to the relationships we build with our customers.

Solidity

Since our inception, we have demonstrated great solidity in our business model, dictated by a clear vision of the future and a proactive approach to the new environment that has emerged.

Proximity

Our strong local roots enable us to be close to our customers, to understand their environment and to give them the benefit of a first-rate network of specialists (notaries, tax and legal experts).

PLANIFICATION:
UNDERSTANDING YOUR ENVIRONMENT AND EXPECTATIONS

Your future and that of your children depends on good wealth, tax and estate planning, and on the choices you make for yourself today.

Your manager carries out a complete and in-depth analysis of your wealth environment, integrating your personal and professional history - your needs, your constraints, your time horizon and your legal and tax environment - in order to propose an investment strategy that respects your reality.

We also take stock of your future goals - the dreams you're pursuing, the projects you want to realize, the constraints you'll face - as well as an assessment of your risk tolerance.

IMPLEMENTATION:
DEFINING A RISK PROFILE AND MANAGING YOUR ASSETS

This analysis enables us to determine a personal risk profile, define a realistic investment strategy and build a unique portfolio, corresponding to your expectations as well as your needs.

Based on the deliberations of our investment committee and following a highly rigorous process, each manager then applies a personalized investment policy, selecting from all asset classes, sectors and geographical areas the products that best suit you.

Our independence ensures that you are totally free to select investment vehicles, which must above all meet our criteria of liquidity, performance and cost control.

FOLLOW-UP: ATTENTIVE MONITORING OF YOUR PORTFOLIO

In order to protect your assets at all times, we carry out a daily review of external influencing factors as well as monitoring your portfolio: this daily watch enables us to adapt at all times to the different phases of financial cycles and ensures compliance with the profile we have determined with you.

At the pace you require, we carry out a status review with you, enabling us to review each position in your portfolio and make any necessary or desired adjustments.

Professional athletes

career monitoring

It's a well-known fact that athletes' careers are not as long as those of ordinary professionals. But more importantly, the amounts received during this short period can often be very substantial. It is therefore highly advisable to establish a strategy that takes this limited time horizon into consideration, and that also gives him the means to cope with the unexpected: the sudden needs of a sportsperson who sees - through injury, lack of performance, etc.- his contract suddenly terminated.

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Our services for sportsmen and women involve special management, differentiated from a traditional approach. For many years, our Lausanne team, thanks in particular to its solid experience in the "Family Office", has been able to develop this management style, enabling us to bring real added value to this particular clientele.

Our strong local roots mean that we feel deeply concerned by our immediate environment and are keen to assume our responsibilities to the community. That's why we support numerous local projects and organizations in the fields of childhood and culture. Vector Gestion is also committed to other causes outside Switzerland.

The Conservatoire de l'Ouest Vaudois in Nyon, where we support summer classes, as well as the young violinists' ensemble "Divertimento", the Festival des Arts Vivants but also various foundations active in Switzerland and abroad are part of our commitments to our region and to society.