Swisseon is an FINMA regulated Investment Office operating independently from traditional private banking and product-driven wealth models.

Built on a fully open architecture, the firm combines institutional investment discipline with selective access to both public and private markets to manage wealth across generations.

Swisseon provides integrated wealth management solutions, bringing together strategic asset allocation, private market access and financing capabilities within a unified Swiss Investment Office model.

Its investment philosophy is rooted in the endowment model, a framework used by leading institutional investors to deliver consistent long-term performance.

Portfolios are constructed with a focus on resilience, diversification and long-term value creation, integrating both public and private assets.

Swisseon’s objective is to preserve and grow capital across generations through disciplined execution, independent advice and alignment with clients’ long-term interests.

Swisseon

Rémi Berthon

This department provides strategic direction and oversight for the entire organization.

Executive Leadership

This department oversees the planning, execution, and optimization of business operations to ensure efficiency and effectiveness.

Swisseon

Org chart

Teams

Executive Leadership

Operations Management

Offices

Swisseon

Org chart

Teams

Executive Leadership

Operations Management

Offices

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