FORTUNA

Our background

Experience built
over time.

Fortuna has been active in the real estate space for a long time, across several jurisdictions. Our background brings together practical experience, trusted relationships and a long-term perspective.

Experience

A longstanding real estate background

Our expertise is rooted in luxury real estate in the Alps. Our experience has grown over time through close involvement with projects, investors and business owners, and continues to inform the perspective we bring to each relationship.

Reach

Across several jurisdictions

We work across several jurisdictions, recognising that each market has its own legal framework, local context and opportunities. Our approach combines an international perspective with attention to local realities.

Relationships

A connected approach

We bring together investors, business owners and international lawyers through a trusted network. These relationships support thoughtful dialogue around real estate, wealth and wider projects.

Perspective

The long view

We approach each relationship with discretion, patience and a focus on lasting value. Our work is guided by the circumstances and ambitions of the people and projects we support.

What guides us

Three words we have
never had to change.

Independence

We answer to no bank, no shareholder, no fund. Only to the families we serve.

Discretion

What is entrusted to us is treated with care and confidentiality.

Patience

We measure our work in generations, not quarters.

The circle

A network of a
different calibre.

Over time, Fortuna has built a strong network — seasoned investors, business owners who built their fortunes themselves, ultra-high-net-worth families, and the pioneers of digital assets who understood early what others are only beginning to see. Different worlds, one standard: calibre.

Investors

Capital that thinks in decades, placed with patience and conviction.

Business owners

Founders and industrialists who built, and intend to keep.

UHNW families

Dynasties across continents who trust one house with everything.

Digital assets

Crypto pioneers of a different calibre — early, serious, discreet.

Beyond wealth

More than wealth —
counsel to projects.

Fortuna's work does not stop at managing fortunes. We advise and consult other projects — from family enterprises to new ventures — and place the full breadth of our services at their disposal. And because wealth rarely respects borders, we work hand in hand with a trusted bench of international lawyers across jurisdictions, so every structure holds wherever life takes a family. Our own capital is patient too — we invest in the mountains we call home, including a portfolio of ski lifts across the Alps, and we stand behind local startups in the villages of the region, helping young enterprises take root where they belong. We are also deeply involved in the United Kingdom, where London is a second home for much of our work.

Project consulting

Strategy, structure and governance for ventures at every stage — from first idea to mature enterprise.

A full house of services

Wealth structuring, succession, philanthropy, real estate, art, digital assets and more — under one roof.

International counsel

A trusted bench of international lawyers across jurisdictions, working alongside us on every cross-border matter.

Access to the circle

Our clients and the projects we advise gain entry to a network of investors, owners and families of rare calibre.

Our location

In the heart of Geneva.

On the Rhône, between the city's two banks, a short walk from Lake Geneva.

1 Rue des Moulins
Genève, Suisse
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Map of Geneva Moulins, highlighting the building at 1 Rue des Moulins
Geneva Moulins buildings beside the Rhône in Geneva

"We do not manage capital. We look after what a family has built — and what it hopes to become."

Romain Claude Michel Bagnoud, Chief Executive Officer

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