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You,
clients

nextgen WEALTH MANAGERS develops planning, investments, and wealth solutions that allow the protection and growth of assets while closely monitoring the risks incurred. At each stage of the relationship, each issue is analyzed while keeping the focus on the objectives and the projects of our clients’.

nextgen WEALTH MANAGERS also manages the assets of charitable foundations by drawing up their financial profile and mapping their needs to strengthen their impact and ensure consistency.

Since 2005, Socially Responsible Investment (SRI) principles have become increasingly important in our research and our asset selection. For equivalent performance, nextgen WEALTH MANAGERS gives priority to investments that respect ESG criteria.

ESG at nextgen

Direct Investissements

In its selection of direct investments, nextgen bases its exclusion policy in accordance with the UN Global Compact and the ethics board of the Norwegian sovereign wealth fund (Norges Bank Investment Management).

The exclusion is based on either the conduct of a company or its production according to the list below :

Violation of human
and individual rights

Greenhouse
gas emissions

Nuclear weapons

Tobacco

Corruption

Environnemental damage

Coal

Weapons

Indirect Investissements

In its fund recommendations, nextgen favors funds that integrate a sustainable approach according to the principles of the European Regulation on Sustainability Disclosure in the Financial Services Sector (Sustainable Finance DisclosureRegulation)

The European Regulation aims to provide more transparency in environmental and social responsibility within the financial markets.

Our solution

investissement-reponsable-solution-innovante

Innovative

and efficient

investissement-reponsable-solution-flexible-adaptable

Flexible and adaptable

to the specific needs of the client

investissement-reponsable-solution-transposable

Applicable

to any regulated market or specific market segment

investissement-reponsable-allocation

Follows a systematic allocation process

that reduces emotional reactions to market volatility

investissement-reponsable-controle

Controls risk

through continuous screening of relevant news

Investissement solutions

nextgen-wealth-managers-cap-esg

CAP / ESG

NXG Swiss Excellence

nextgen-wealth-managers-dz-sust

DZ Eq. Risk Managed Sustainable

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Rue du Mont-de-Sion 8
1206 Genève

+41(0)22 319 69 59

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© NEXTGEN WEALTH MANAGERS 2021

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Politique de confidentialité

La société nextgen wealth managers SA, soucieuse des droits des individus, notamment au regard des traitements automatisés et dans une volonté de transparence avec ses clients, a mis en place une politique reprenant l’ensemble de ces traitements, des finalités poursuivies par ces derniers ainsi que des moyens d’actions à la disposition des individus afin qu’ils puissent au mieux exercer leurs droits. pour en savoir plus, consultez notre politique de confidentialité.