Wealth management, tax and corporate consulting, real estate services, trustee
WMM Group represents a centre of excellence with headquarters in Lugano, which brings together and coordinates eighty expert associates in the fields of tax, corporate, wealth and real estate consulting. The Group’s expertise is integrated to offer a complete service to private, corporate and institutional clients, both Swiss and foreign. WMM Group is independent of banks, funds or other investors with whom conflicts of interest could arise for the services it offers.
Organization
WMM Wealth Management and WMM Trust Services are authorised by FINMA and are subject to ongoing supervision by AOOS as asset manager and trustee respectively.
WMM Tax and Business Advisory is affiliated to the SRO-FCT as a fiduciary company.
WMM Wealth Management is a member of the Swiss Association of Asset Managers (SAAM) and WMM Real Estate Management of SVIT.
Experience and innovation
The total workforce of WMM Group today consists of 50% of employees who joined the Group in the last five years and the other half of long-standing employees, in some cases with more than 30 years of experience within the Group.
The growth of WMM Group
Throughout its history, since its inception in 1972, the Group has followed a process of constant growth, which has led to the gradual increase in the number of team members, reaching 80 individuals operative today within the various companies of the WMM Group.
Values
The growth of WMM Group and of its affiliated companies has been based, from the start, on three fundamental aspects: competence, passion and ties with the region.
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The company, born from a family background, has consolidated itself over the years by gradually increasing the skills of its consultants.
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The WMM consultant acts as a reference point for the client, putting him in contact with colleagues from other companies in the Group in order to provide a complete service in every respect and meet all necessary needs.
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We are constantly looking for talent and skills that can enrich and develop our Group's service offering.
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