We advise private and institutional clients from Switzerland and the International Community in regards to the financial and non-financial aspects of wealth management. Our value-add stems from our independence and our transparency. These are values that we defend, and that are core to our business. Our Group is 100% owned by the management team.
We develop solutions that are tailored to our clients: might they be families, millennials, entrepreneurs or pensions funds. These offers were not built for our clients, but with our clients, to simplify the financial component of their life equation to the fullest.
Our clients benefit from unique financial expertise, which puts transparence, excellence and simplicity at the forefront. We build lasting and trustworthy relationships with our clients and put their best interest at the heart of all that we do and deliver.
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Know-how, Performance, Independence

  • Discretionary and advisory mandates
  • Wealth analysis and consolidation
  • Patrimonial engineering
  • Wealth transmission issues management
  • Structuring of financial products
  • Financial and non financial asset management
  • Reporting and consolidation
  • Mandate : Member of the Board of Directors
  • Mandate : Member of the Pension Fund Board
  • Mandate : Member of the Pension Fund Investment Committee
  • Management of corporates liquid assets
  • We advise professional investors
In order to respond in the most appropriate way to the differing needs of our clients, our Group surrounds itself with a community of experts. We put our forty years of accumulated experience at their disposal and help connect our clients within the following four domains: entrepreneurship, education, philanthropy and sustainable development.

The family and entrepreneurial nature of our clients calls for skills in a wide range of areas. These include taxation, law, real estate, fiduciary services, philanthropic consulting and corporate consulting among others.

Founded in 1936 on the bases of the law firm Frôté & Partner SA and with around forty employees, the F&P Group offers services covering legal advice, notarial services, tax services, advice regarding business management, wealth management as well as administrative services.

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THE CASA GROUP may collect and use your personal data for specific purposes. We do keep contact information up-to-date to communicate with clients, prospective customers, suppliers and partners within the framework of our contractual obligations. We also use these data to further inform you of products and services that are in line with the mandate we already have with you. However, we also allow you to submit your contact information and your interests to us yourself through the form on our website, through direct conversations or telephone calls or when requesting for information. Subsequently, after obtaining your explicit consent, we will make further use of this information to provide you with other information about our products and services. If you visit our website, we would like to know which of our activities interests you. That is why we work with a partner (Cornelius) to analyze website activity data. We process of these data anonymously, but if you fill in a contact form or click through to the website from an e-mail we sent you, we link this information to your personal data. This enables us to do more to cater for your specific needs and improve the use and access of our website. We may also use cookies to achieve this. We believe that data used this way has a legitimate purpose, which does not infringe on your right to privacy. You can always prevent the placing of cookies by adjusting your browser settings. Personal data that you entrust to us as a customer for processing on your instruction will of course only be used by us for the assignment clearly defined by you. The data will never be used for any other purpose. THE CASA GROUP has a highly secured IT infrastructure operated by Penta ( Penta’s entire infrastructure is audited yearly by EY (Ernst & Young) to international standards. 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