About
About Our Firm
Since 2015
Established in 2015, GB Investment Holding SA specializes in asset management with proven expertise in investment and strategic advisory services. We currently manage a diversified portfolio valued at over 200 million CHF, with assets located across international markets. Our mission is to preserve, enhance, and grow the wealth of our institutional and private clients by delivering tailored solutions that address long-term financial and asset management objectives. With a disciplined approach and deep market knowledge, we are committed to safeguarding our partners’ interests with the highest standards of professionalism and excelle
Our vision
At GB Investment Holding SA, we believe that financial excellence is the result of a bold vision and rigorous management. Founded in 2015 in Lugano, our company has established itself as a major player in wealth administration and management, offering tailor-made financial solutions to institutional and private clients.
Our mission
We are committed to providing wealth management services, mediation in financing transactions, as well as financial, technological and real estate advice. Our aim is to transform financial challenges into growth opportunities, by proactively and innovatively managing our clients’ assets.
Our values
Excellence: Every decision is guided by our relentless pursuit of perfection.
Integrity: We operate with transparency and honesty, building lasting relationships of trust with our clients.
Innovation: In an ever-changing financial world, we embrace the latest technologies to offer forward-thinking solutions.
Personalisation: Every client is unique, and our services are tailored to meet their specific needs and aspirations.
Our commitment
As a trusted partner, GB Investment Holding SA is committed to protecting and growing its clients’ assets. We offer a full range of fiduciary, training and representation services, while continually exploring new investment opportunities to ensure a prosperous future for those who place their trust in us.