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FINMA registry · Portfolio manager
Heron Wealth Management SA
Heron Wealth Management SA is listed in the register of institutions and persons authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA).
Type
Portfolio manager
Registered seat : Collonge-Bellerive
Official data
| Field | Value |
|---|---|
| Name | Heron Wealth Management SA |
| Type | Portfolio manager |
| Authorisation type | Portfolio manager |
| Registered seat | Collonge-Bellerive |
| UID | CHE-320.623.134 |
What this authorisation means
Portfolio managers manage client assets under a mandate and must be authorised under FinIA and affiliated with a supervisory organisation.
Verify at source
This entry reproduces public data from the FINMA register. For the authoritative, up-to-date status, consult the official register:
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