Your wealth deserves a tailored strategy, not another product.
JVR Invest is an independent wealth manager, regulated by FINMA, serving private clients in Switzerland and abroad. Unlike banks, we sell no in-house products: your objectives are our only compass.
Wealth management that is genuinely independent
Founded in 2010, JVR Invest builds long-term investment strategies on an open-architecture basis: we are tied to no bank and no proprietary product. Since the company was founded, our clients have enjoyed an average annual return of 4.95%.
Our manager and founder, Joaquin Vispe Roman, an economist trained in France and Switzerland, personally oversees every mandate.
Our services
Discretionary wealth management. You choose between a discretionary management mandate or direct investment, depending on your profile and objectives.
A consolidated view of your wealth. All your banks and insurance policies brought together in a single dashboard: you keep a clear, complete view of your entire wealth at all times, wherever it is held.
Family office and wealth transfer. From wealth transfer to tax optimisation, we coordinate a network of independent lawyers, fiduciaries and tax experts on your behalf — a single point of contact, a complete overview.
Why choose JVR Invest
- Complete independence: no in-house products, no hidden commissions.
- FINMA regulation: JVR Invest is supervised by the Swiss Financial Market Supervisory Authority, and is affiliated with a FINMA-registered mediation body.
- Transparency: we do not invest in sectors or products whose source of profitability we do not understand.
- A track record since 2010: more than fifteen years supporting private clients in Switzerland.
Let’s talk about your goals
Free, no-obligation first meeting. Response within 24 hours.
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