MIDAS Wealth Management SA

About MIDAS Wealth Management SA

Midas Wealth Management is an independent management company established in 2010 and led by an experienced team of entrepreneurs and financial sector professionals. Born from the meeting between asset managers and wealthy clients, the company was established in response to a common desire to put the customer at the heart of the relationship, offering high quality services, transparency and complete independence. Midas Wealth Management specializes in the wealth management of wealthy clients and offers, in addition to expertise in financial management, legal and tax support. Our team is in charge of the management of investment funds, dedicated funds, as well as mandates in discretionary management and advisory management. It offers clients a tailor-made portfolio in order to meet their expectations in terms of performance and risk management, based on a pre-defined investment profile. Our team of experts ensures that we have an independent and transparent management based on a rigorous investment process and a strategy appropriate to each client. Our approach, both patrimonial and fundamental, tends to aim for stable returns over the medium / long term, while being responsive to the macroeconomic and financial environment. Our philosophy: • Heritage approach; • Fundamental approach (in-depth analysis of the balance sheet, analysis of the sector of activity and competition, etc.); • Independence and transparency; • Diversification and liquidity of investments; • Flexibility and responsiveness to changes in the economic and financial environment; • Expertise and accessibility of teams. Since end 2021 we are part of Dreyfus Sons & Co Ltd, Banquiers