UNIGESTION SA

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GENEVA,
CRD number
299224
Registered since
August 13, 2024

Firm profile

FINTRX

Overview

Unigestion SA is registered with the SEC in 2024 and is classified in the source data as an "Other (specify)" type of organization owned by a mix of a foreign entity and an individual. The firm is identified as an adviser and sponsor with roles that include general partner and managing member of pooled investment vehicles. The dataset indicates Unigestion SA is not flagged as an active ESG investor and is not described as a multi-state or pension consultant adviser.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Heidi Dyer

    Chief Financial OfficerCRD 7954935

  • Christophe De Dardel

    CEOCRD 7954925

Contacts

3 of 6
  • JEAN-PIERRE JACQUEMOUD

    DirectorCRD 6905177

  • Samuel Zemp

    DirectorCRD 7954937

  • MARK ZUND

    Managing Director, Head of Private EquityCRD 5060114

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GENEVA, null

Location

GENEVA, null

Headquartered in GENEVA, null.

Address
8c Ave De Champel
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth