le conseil en investissement financier
et la gestion de portefeuille.
Connaissance du monde de la finance.
Expérience des techniques boursières.
Les relations basées sur la confiance,
la durée et la disponibilité.
OUR KNOW-HOW
KATLEYA GESTION is a wealth management company founded in 2005 by Didier Maurin. The company offers, through its discretionary management mandate, a panel of carefully selected investments adapted to the international economic situation, in particular in international real estate, vineyards (Champagne, Bordeaux, …), forests, stock markets and private equity.
We have built our reputation on our knowledge of the world of finance and on our experience of stock market techniques. We identify stocks with strong growth potential in a changing global economy and the best opportunities of the moment.
Wealth management requires diversification in order to preserve and grow your assets. We maintain a long-term relationship with our clients based on trust and our continuous availability.
We are an independent company specialising in financial advisory and portfolio management. We have deliberately selected a limited panel of investments to present the opportunities we consider the best and offer personalized advice taking into account our clients’ objectives through a wide range of investment solutions.
Wealth management requires patience, reflection, tenacity and judgment. We have built our reputation on our knowledge of the world of finance and our experience of stock market techniques. We identify stocks with high growth potential in a changing global economy and the best opportunities of the moment. We have partnered with many institutions and help our clients choose the best performing financial products from a top-of-the-range selection.
Wealth management requires diversification in order to preserve and grow your assets. We favour transactions that offer an attractive return rather than a short-term tax exemption. We maintain a long-term relationship with our clients based on trust and our continuous availability.
OUR MANDATE
The Katleya Gestion discretionary mandate is adapted to different investor profiles:
Prudent – Balanced – Dynamic
Stock exchange
Stock exchange
As from CHF5.000.000, Katleya Gestion elaborates a tailor-made portfolio for its clients.
Wineries investing
Wineries investing
French wineries are recognized throughout the world for their quality and prestige.
Private equity
Champagne vineyards
Champagne vineyards
French wineries are recognized throughout the world for their quality and prestige.
International realestate
International realestate
Access to real estate assets benefiting from a geographical and sectoral allocation throughout the world.
Forest land investing
Forest land investing
Investing in the exploitation of high quality forests is an accessible, tangible and sustainable investment.
OUR TEAM
OUR PARTNERS
SOCIAL MEDIA
CONTACT US
Katleya Gestion S.A.
Rue du Mont-Blanc 4
CH-1201 Geneva
t. +41 (0) 22 736 36 09
e. contact@katleya-gestion.ch