CBA Financial Group

Geneva

About Us

History

CBA Asset Management S .A . was founded in 1994 by his Chairman Claude Baeriswyl who played vital roles in the Swiss banking industry during a career of over 40 years. The company has a family character and all portfolio managers are associated partners which create a unique stability for our clients. The company is a member of the Swiss Association of Asset Managers guaranteeing ongoing compliance with the highest ethical standards.

Vision

CBA Financial Group combines wealth management for wealthy private clients, Family Office services and investment advisory. In addition to traditional wealth management, it develops through his affiliated company Enercon group Corporate Advisory for the Middle East and African regions. CBA Financial Group’s core markets include Europe, the Middle East and Africa.

Mission

We want to earn the trust of our clients through :

We want to offer
tailor-made & innovative solutions
to all our clients.

Wealth Management

Asset Management

CBA Financial Group offers made to measure services in asset management and patrimonial engineering.

We offer a large network of selected leading depository banking institutions, all perfectly suited to the clients’ needs . The firm has developed an original working strategy based on a wide range of skills combined with team portfolio management. The technical and fundamental analysis patterns developed in-house provide us with a clear and concise view of market trends.

Our careful management style does not prevent us from seizing opportunities in innovative sectors, particularly if they contribute to optimizing and diversifying assets in our portfolios.

Choosing CBA is your guarantee for complete independence from any banking institution. A decisive advantage for our clients who will benefit from our improved flexibility and reactivity.

Family Office

When your patrimony demands a more global vision and dedicated attention, we are able to propose our specific Family Office service. The company’s philosophy and its family like structure enables CBA Asset Management to make Family Office services more accessible and better targeted than those offered by their competitors in the banking sector. Our portfolio managers have extensive experience in all aspects directly or indirectly concerned with wealth management and with the protection and evolution of your patrimony.

Middle East & African Region

Through our active network of partners and banking institutions which we have been built since the opening of our first representative office in the UAE, we are very much dedicated to continue to serve and assist Middle East and African clients. Our Portfolio managers have extensive experience of these regions with arabic speaking.

Investment Solutions

Innovative Financial Solutions

We are aiming to be an independent investment boutique provider of tailored investment solutions in the structured products and alternative investments.

Our goal is to generated added-value by optimizing market conditions and offering innovative investment themes, without any asset-class or geographical limitation.

Transmission & Fiscal Planning

We will assist you in elaborating succession plan which fully respect your own criteria, your philosophy and your preferred choices. Together, we will examine innovative solutions to protect and grow your patrimony. Existing structures such as foundations, trusts and life insurance schemes are tailored to the specific needs of each client. We will assit you through out the implementation of the legal structure and administration.

Enercon

Group

Corporate Agent

Innovative Financial solutions

Through his affiliated companies, Enercon Group is dedicated to assist, support and offer a business platform for international companies willing to establish and promote their activities in the Middle East and Africa.

M&A and Corporate finance

Through his affiliated companies, Enercon Group is advising companies in the Merger & Acquisition process and structuring financing, the firm works with many institutions in this field focusing in the emerging countries.

Enercon Group is representing international companies as a commercial agent in the following areas :

Contact

Head Office, Geneva

CBA Asset Management S.A.
8, rue Bovy-Lysberg
1204 Geneva
Switzerland

Tel. +41 22 807 14 74
Fax +41 22 807 14 75

cba@cbaonsite.ch

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