AdvisorCensus / Financial advisors / Swiss Finance Management International SA
Swiss Finance Management International SA
Filed as SWISS FINANCE MANAGEMENT INTERNATIONAL SA
Swiss Finance Management International SA is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.
Quick answers
From the filingHow is Swiss Finance Management International SA compensated?
On its Form ADV (Item 5.E, October 2026), Swiss Finance Management International SA reports these compensation arrangements: commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Swiss Finance Management International SA located?
Swiss Finance Management International SA's principal office is in Geneva, Switzerland, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Swiss Finance Management International SA registered with the SEC or a state?
Swiss Finance Management International SA is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284408.
How much does Swiss Finance Management International SA manage?
Swiss Finance Management International SA reports $59,000,000 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (28% discretionary).
How have Swiss Finance Management International SA's assets and staff changed since 2021?
In the Form ADV data for Swiss Finance Management International SA: Regulatory assets under management: $342,000,000 in the October 2021 data and $59,000,000 in the October 2026 data, down 83%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Swiss Finance Management International SA serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (6); corporations or other businesses not listed above (1).
Does Swiss Finance Management International SA report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284408
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated February 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$59,000,000 as of October 2026, filing dated February 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- SWISS FINANCE MANAGEMENT INTERNATIONAL SA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (9 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $59,000,000 | 8 | February 12, 2026 |
| October 2025 | $56,200,000 | 7 | February 28, 2025 |
| October 2024 | $26,000,000 | 9 | March 29, 2024 |
| October 2023 | $25,000,000 | 3 | March 31, 2023 |
| October 2022 | $25,000,000 | 3 | March 24, 2022 |
| October 2021 | $342,000,000 | 3 | March 2, 2021 |
Regulatory assets under management: $342,000,000 in the October 2021 data and $59,000,000 in the October 2026 data, down 83%.
Total employees: 3 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Swiss Finance Management International SA (CRD 284408): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/swiss-finance-management-international-sa-geneva-284408