Claude Diserens
Galeo
Geneva · Since 2002
Your wealth.
Peace of mind.
Several banks, several advisors. Galeo brings the information together, monitors your wealth and helps you see what deserves your attention.
INDEPENDENT MINDS. PEACE OF MIND.
01 /Our approach
Each bank sees its share.
You deserve the whole picture.
Your wealth spans several banks, structures or countries. We bring this information together to give you a clear picture.
You keep your banks and advisors. We help you review their reports, understand the fees and coordinate the conversation.
An independent perspective. Galeo does not manage your money or sell financial or non-financial products.
02 /Our expertise
Understand. Monitor. Coordinate.
Three areas of expertise to inform your decisions.
01ConsolidationBring the information together
Financial and non-financial assets in one view, based on the information provided by your banks and specialists.
- Multiple banks and currencies
- Financial and non-financial assets
- Centralised information
02Monitoring & reportingIdentify what needs attention
Reports tailored to your needs help you track performance, costs and movements in your wealth, and discuss them with your advisors.
- Personalised wealth reporting
- Fee and mandate monitoring
- Cash flow and allocation reviews
03CoordinationConnect your advisors
One person who understands your situation and makes communication between your banks, advisors and experts easier.
- Banks and asset managers
- Legal and accounting advisors
- Private wealth specialists
It starts with a conversation.
- ListenUnderstand your situation, your advisors and your expectations.
- GatherWith your agreement, we gather the information from your banks and your advisors.
- Support youPut the reports in perspective and highlight matters for your attention.
03 /Your reports, in perspective
What matters,
within reach.
Your space
Your wealth,
in perspective.
Your total wealth · all banks
8 649 249CHF
As of 30 September 2026
Since January+4.63 %
This month+1.13 %
Your banks, one view
- BLBanque Lacustre52.3 %
- BCBanque des Cimes30.6 %
- MVMaison Valrose17.1 %
Illustration · fictional figures
- The whole picture
- See how your assets are distributed across banks, structures and currencies.
- Reports you can use
- Understand your performance, fees and cash flows, with monitoring shaped around your needs.
Your personal client area is in preparation
A future personal account will bring your reports and data together on desktop and mobile. For now, explore the interface using entirely fictional figures.
Explore the app demonstrationNo account needed · Opens in a new tab.
04 /Our team
People,
by your side.
Complementary skills, working together to support you.
Ludovic Bachmann
Developer
Juhyun Bae (Luna)
Operator
Bastien Dumont
Tech lead
05 /Your questions
Before we first meet.
01Do I have to change banks?
No. You keep your banks and your advisors. Galeo connects their information into one view and makes their dialogue easier.
02Does Galeo manage my money?
No. Galeo neither manages nor sells financial or non-financial products. Independence is at the heart of our approach: we work in your interest.
03What about my non-financial assets?
Property, art, collections and other assets can form part of the overall picture, based on the information and valuations available. We discuss this with you during our first conversation.
04Is the client area available yet?
Not yet. The personal client area and app are in preparation. The demonstration uses fictional figures only and gives no access to client information.
Discover the app preview06 /Let’s get acquainted
Let’s take the time
to talk.
Tell us about your situation and what you would like to understand better. We are here to listen, by phone or by email.
Galeo SABd Georges-Favon 19
CH-1204 Geneva
A first conversation
Write us a few words.
Your situation, a question or simply an introduction. Let’s start there.
Write to us by emailThis link opens your email application. You write and send your message from there.
You can also copy our address:galeo@galeo.ch
For this first conversation, please do not send sensitive financial information or passwords. Privacy