1875 Finance

1875 Finance is a prominent independent wealth management firm and multi-family office based in Switzerland, with additional offices in Luxembourg. The firm specializes in providing comprehensive financial services to private clients, ultra-high-net-worth (UHNW) families, and institutional investors. Their core philosophy revolves around an open-architecture model designed to secure wealth, ensure performance, and offer tax-efficient solutions through a rigorous and holistic asset allocation approach. They are recognized for their expertise in building and preserving capital across generations.

The firm was founded in 2006 by five experienced bankers: Olivier Bizon, Paul Kohler, Aksel Azrac, Jacques-Antoine Ormond, and François-Michel Ormond. This founding team brought together 15 years of shared professional experience, establishing 1875 Finance as a pillar of Geneva's financial tradition while embracing innovation. Paul Kohler serves as the CEO, and Olivier Bizon is the Chairman of the Board. In 2022, REYL Intesa Sanpaolo Private Banking acquired a 40% interest in 1875 Finance, further strengthening its position in the independent asset management sector.

1875 Finance offers a diverse range of services including private wealth and asset management, portfolio management, wealth planning, and investment advisory. They also provide extensive family office services such as financial planning, legal and tax advisory, accounting, execution, and controlling. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA) in Switzerland and the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg, ensuring a secure and audited investment process with robust risk control.

While primarily focused on wealth and asset management, 1875 Finance also engages in direct investments, particularly in private equity. Their investment appetite extends to established and mature markets, with a focus on securing large-scale investments that drive long-term growth and stability. The firm has shown interest in emerging technology sectors, including Fintech, Artificial Intelligence, Health Tech, and Blockchain, and participates in early-stage funding rounds such as Seed and Series A.