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Wealth and Asset Management 2018-11-22T18:22:38+00:00

Wealth and Asset Management

We have been providing financial advice and we have been managing our clients’ wealth and assets since 1972. We are members of SAAM, the Swiss Association of Independent Asset Managers. Our goal is to protect our clients’ assets while maximizing their investments’ returns.

We operate independently and strictly avoiding any conflicts of interest. We enjoy strong partnerships with the most important custodian banks, where we open our clients’ accounts. We pay the greatest attention to the assessment of our clients’ risk profiles.  Our goal is to achieve the best possible results in full respect of the risk parameters chosen.

Our Services

Thanks to the experience acquired over many years, we provide a full range of services on wealth and asset management. We offer bespoke solutions in line with our clients’ risk profile and goals.

Being part of the WMM Group allows us to take advantage of important synergies within the tax and corporate advisory, business services and Real Estate, whose benefits directly  extend  to our clients. All this thanks to the professional skills of 50+ specialists and staff.

Together with our clients we choose the investment strategy which is best suited to their risk profiles. The investment choices and the portfolio management activities are delegated to the consultant.

The client wants to be in the position to personally take investment’s decisions. Investments’ proposals must be endorsed by the client prior to implementation. The client can make his own decisions due to the fact that the consultant has been providing him with the relevant information and analysis.

The consultant provides the client with investment proposals, market and scenario analysis and financial products’ evaluations. The clients can directly implement the solutions they like best.

We prepare, suggest and implement bespoke investment proposals upon our clients’ requests and particular needs.

Thanks to our feature PMS managing software, consolidated balance sheets concerning banking relationships in different banks are provided in real time and at an any time. Our clients are thus enabled to constantly monitor their exposures both relating to currency and the different active positions. It’s an essential service for risk monitoring and evaluation, which also allows us to act immediately when needed.

Thanks to our professional skills and the regular use of risk management software, we perform a complete portfolio risk analysis anytime this is requested.

OUR TEAM INCLUDES PROFESSIONALS WHO EXCEL IN THEIR FIELDS OF EXPERTISE. AS A RESULT, WE PROVIDE QUALITY INTEGRATED CONSULTING SERVICES.

OUR TEAM

News on Wealth and Asset Management

 

GOLD

03/12/2018|

As Fed Rethinks Path for Rates, Gold’s Poised to Jump in 2019 (Bloomberg) -- Gold may be poised to rally as speculation mounts that the Federal Reserve will [...]

OUR GROUP ALSO PROVIDES A FULL RANGE OF FIDUCIARY AND REAL ESTATE AND PROPERTY RELATED ADVISORY AND CONSULTING SERVICES

THE WMM GROUP’S SERVICES

Our Team

Gabriele Anselmi
Gabriele Anselmi
Portfolio Manager
at WMM since 2018
Katiuscia Bai
Katiuscia Bai
Client Advisor
at WMM since 2017
Noah Beccarelli
Noah Beccarelli
IT Manager
at WMM since 2018
Stefano Delcò
Stefano Delcò
Head of Legal and Compliance
at WMM since 2013
Giovanni De Luigi
Giovanni De Luigi
Risk Manager
at WMM since 2009
Ana Sousa Lopes
Ana Sousa Lopes
Client Advisor
at WMM since 2016
Raffaele Fink
Raffaele Fink
Portfolio Manager
at WMM since 2011
Narciso Gajisan
Narciso Gajisan
Logistic
at WMM since 2002
Alexandra Haas
Alexandra Haas
Front Office Support
at WMM since 2018
Francesco Juri
Francesco Juri
Client Advisor
at WMM since 2017
Chiara Manzini
Chiara Manzini
Front Office Support
at WMM since 2005
Giovanni Manzini
Giovanni Manzini
Partner
at WMM since 1984
Emilio Martinenghi
Emilio Martinenghi
Partner
at WMM since 1983
Tommaso Mascetti
Tommaso Mascetti
Client Advisor
at WMM since 2017
Manuela Mentasti
Manuela Mentasti
Head of Front Office
at WMM since 2009
Antonella Pampena
Antonella Pampena
Compliance Officer
at WMM since 2011
Sabrina Petraglio
Sabrina Petraglio
Front Office Support
at WMM since 2012
Marco Nani
Marco Nani
Portfolio Manager
at WMM since 2012
Fabio Poma
Fabio Poma
Managing Director
at WMM since 2001
Adriano Scarpellini
Adriano Scarpellini
Client Advisor
at WMM since 2005
Ilyas Suemer
Ilyas Suemer
Client Advisor
at WMM since 2015
Marinette Svanascini
Marinette Svanascini
Client Advisor
at WMM since 2005
Francesca Valsangiacomo
Francesca Valsangiacomo
Front Office
at WMM since 2012
Luca Valsangiacomo
Luca Valsangiacomo
Middle Office
at WMM since 2009
Nicola Wullschleger
Nicola Wullschleger
Partner
at WMM since 1999

Contacts

The WMM Group’s clients are free to request the advice of the consultants specialized in the areas the group is operating at any time.

Contacts