Profile
Denarius Conseils & Gestion SA is a multi-family office based in Switzerland, providing portfolio management, fund selection, asset reporting, and cost analysis services. Founded by Roberto Falzoni, with a team comprising industry veterans like Pierre Vassart and Joaquin Jimenez, they focus on tailored wealth management solutions with an independent perspective. The firm is known for its deep financial expertise, operating independently of banking institutions.
Denarius specializes in evaluating and selecting third-party fund managers and risk management services, focusing on a wide range of asset classes, currencies, and geographical zones. They offer consolidated asset reporting and detailed cost analyses to enhance visibility for investors. While specific fund sizes or AUM are not disclosed, their services cover structural wealth considerations and financial asset oversight for a diversified client base.
Notable projects include the creation and launch of a UCITS SICAV fund. Their emphasis is on aligning with clients' best interests through dynamic asset allocation and diversification strategies, supported by in-house investment technologies.
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