Your vision. Our tailor-made solution.
Transparent.
Meticulous.
Visionary.
Founded by Khaled A. Suleiman in 2019, GFO Geneva Family Office SA is an independent wealth management firm, regulated by and member of the Swiss regulator OAR-G Organisme d’Autorégulation des Gérants de Patrimoine.
Founder
Khaled A. Suleiman
Khaled A. Suleiman is an accomplished director with a solid experience in the international banking sector. He is recognized for his leadership in talent and team management, as well as in business development. Mr. Suleiman successfully established two banks in Switzerland that allowed him to generate significant financial results.
Our Team
Formed by experts with a wealth of experience and a passion for yielding results, our team stems from multi-cultural backgrounds whose aim is to deliver every step of the way.
Wealth Management
Tailor-made Management
Asset Management
Family Planning
Expertise & Partnership network
Tailor-made Management
Whether through a discretionary mandate or an advisory mandate, GFO applies a global approach to your assets and offers open architecture solutions that reach well beyond the classic approach.
All of our mandates are founded upon a meticulous and thorough analysis of the portfolios and objectives to be reached. We understand that every situation is unique. As a result, we have a systematic, rigorous and pragmatic approach to risk.
We accompany you on an ongoing basis to establish, implement and monitor your asset allocation strategies.
We adapt and optimize all our proposals in relation to our clients’ objectives and their risk appetite. Within the framework of an advisory mandate, we offer advice and you make all the decisions. This approach ensures that you have genuine autonomy in structuring the investment strategies while benefitting from dedicated, independent expert advice.
Asset Management
We work with the largest banks and select the top fund managers in relation to their performance, trajectory and expertise in each market and asset class. We then work in close collaboration with the chosen fund managers. Each fund is subject to a systematic in-depth analysis which may extend to performing a stress test.
Based on our background and experience in entrepreneurship, we select top Private Equity funds for our clients who are looking for high returns and who seek more long-term investments.
Family Planning
Choose your depository bank and we’ll manage your portfolio as well as all administrative aspects, including account consolidation and management reporting. We also benefit from preferred relations with a large number of depository banks. Additionally, GFO has developed a network of experts and trusted third-party advisors in the areas of taxation, financing, real estate, fiduciary law and insurance/protection.
Expertise & Partnership network
Choose your depository bank and we’ll manage your portfolio as well as all administrative aspects, including account consolidation and management reporting. We also benefit from preferred relations with a large number of depository banks. Additionally, GFO has developed a network of experts and trusted third-party advisors in the areas of taxation, financing, real estate, fiduciary law and insurance/protection.
Wealth Management
Your trusted contact will assist and advise you, he or she will manage risks, monitor and optimize your assets in the best possible way. Whether it be a discretionary mandate or an advisory mandate, you will benefit from the expertise of our team at all times.
1. Discretionary Management Mandate
You’re an investor and you wish to delegate investment decisions related to your assets to our dedicated managers. First, you define your level of risk, your investment time horizon and your specific needs. Next, our manager will construct a dedicated portfolio which meets your requirements. Once the mandate is signed, you’ll have access to the bank’s investment strategy and our manager will invest your assets according to the pre-defined criteria. Our manager won’t be required to contact you prior to each purchase/sale or change in strategy.
Your assets will be managed pro-actively and benefit from a dynamic strategic asset allocation approach in accordance with market conditions. You’ll be able to choose how often you wish to receive updates and reports.
2. Advisory Mandate
An advisory mandate allows you to take your own investment decisions while having the possibility to rely on analyses, market evaluations and recommendations prepared by our team of highly experienced specialists. You’ll be in regular contact with your personal advisor, and your portfolio will be monitored on the electronic database system. You’ll receive information on the quality of your portfolio on a regular basis. You’ll also receive purchase and sale recommendations and be able to stay informed of investment trends and opportunities thanks to publications and analyses based on the evolution of the markets.
3. Tailor-Made Advisory Mandate
This management mandate is completely flexible and allows you to choose exactly which type of assets you which to hold in your portfolio.
- Reference currency
- Return objectives
- Risk aversion
- Investment time horizon
- Fiscal components
- Which type of assets
- Consolidation with non-liquid assets
- Consolidation with real estate assets
The management of the portfolio will thus follow the strategy by fully respecting the client’s wishes while adapting to the current economic environment.