We provide customised wealth care services for all your assets, financial and non-financial, by leveraging our wealth tech solutions.
We are a fully independent organisation without any conflict of interest as we do not manage nor sell any financial or non-financial products.
You benefit from an “all inclusive” range of services adapted to your structure and objectives that protect your wealth
As your trusted advisor, we connect, we track, we alert
You are connected to your assets and our team through our digital platform developed and maintained in Switzerland. Safe environment.
One click, one app, 100% of your wealth at your sight.
Galeo coordinates, centralises information and ensures that your teams and trusted advisors work towards your best interest both efficiently and harmoniously at all time.
Galeo is used to interact with multi-disciplinary professionals and drive complex ecosystems such as:
• Bankers
• Independent Asset Managers
• and others
• Lawyers
• Accountants
• Trustees
• and others
• Art Curators
• Real Estate Managers
• Insurance Brokers
• Family Staffs
I have a business to run that takes all my energy. How can I make sure that my wealth and financial investment are well taken care of?
With my Trust of 10 companies that has account in 12 different banks representing 30 bank accounts, how can I monitor on a weekly basis all expenses ie. Salary and social charges paid to employees?
How much do I spend monthly on my different properties? Is it cover with the distribution I receive from my investment (coupon and dividends)?
Using latest digital technologies, we are able to accurately monitor and analyse financial and non-financial assets alike bringing tranparency & harmony.
We also have the ability to onboard assets with years of history including trades, valuation and performances.
• Bonds & Equities
• Funds
• Alternative Investments
• Private Equity / Direct Investments
• Etc…
• Arts collection & Paintings
• Reat Estates
• Boats, Cars & Aircrafts
• Wine
• Etc…
Galeo Team combines expertise from all areas of finance and technologies while sharing common human values. We aim to build a strong environment based on Trust and Respect. During the last 20 years, we have been recognized as our client independent trusted partner.
Tél.: +41 22 752 32 12
Bd Georges-Favon 19 | CH-1204 Genève
contact@galeo.ch