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Denarius Conseils & Gestion SA

Family office

Geneva Β· 3 people tracked

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Investment thesis

Denarius operates as an independent multi-family office managing family wealth from structural planning through oversight of financial assets. Its investment approach is active, using dynamic asset allocation and frequent portfolio adjustments, with an emphasis on tailor-made rather than standardized solutions. Portfolios are diversified across asset classes, currencies, and geographies, and protected with overlay strategies when market risks are identified. As a FINMA-supervised External Asset Manager and member of the Swiss Association of Asset Managers, the firm operates independently from banking institutions to serve clients' best interests.

Invests inSector AgnosticGenevaSwitzerland

Source: firm website, verified Aug 3, 2026.

HQ
Geneva, CH
Instruments
Equity

Team Β· 3 people

from the firm's website
Roberto FalzoniΒ· Founder

Falzoni has 30 years of experience in private banking, asset management, investments, and capital markets. He previously led risk management for institutional and HNW clients and directed capital markets and derivatives at Credit Lyonnais Suisse SA, and founded Dukre Asset Management SA Geneva; he holds a Business Administration degree from HEC Lausanne.

Pierre VassartΒ· Chief Investment Officer

Vassart has 35 years of experience across money management firms and international companies including Hewlett Packard and Union Carbide, and 30 years as a portfolio manager. He joined Denarius at its start and holds an MBA from Columbia Business School.

Joaquin JimenezΒ· Investor Relations

Jimenez has over 14 years of experience in private banking and asset management. He joined Denarius as an intern and now focuses on business development; he helped launch a UCITS SICAV, studied at London Metropolitan University, and passed the CFA Level 1 exam.

Frequently asked questions

What sectors does Denarius Conseils & Gestion SA focus on?
Denarius Conseils & Gestion SA focuses on Sector Agnostic.
Where is Denarius Conseils & Gestion SA located?
Denarius Conseils & Gestion SA is headquartered in Geneva, CH.

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