Denarius Conseils & Gestion

Denarius Conseils & Gestion is a multi-family office based in Genève, Switzerland. Established in 2006, the firm provides consolidated reporting, cost analysis, and independent portfolio management services to families and investors. The firm's quarterly or monthly reports show the total value of all family assets on a specific date, based on the prevailing market prices and exchange rates. The reports present a consolidated position across banks, asset classes such as money market, stocks, bonds, alternative investments, options, and currencies. The first shows a breakdown of total family assets by a bank and by separate legal structure, where family investments are structured among five distinct legal entities: three companies, one foundation, one trust, one charity. The assets of the firm are managed and governed by an executive management team.