Personalised asset management and advice
We rely on a team of professionals with decades of experience in the field, supported by a solid in-house administrative structure.
We operate with complete independence and maintain relationships with the most important custodian banks in the Swiss financial centre, where our clients’ relationships are opened. We pay great attention to the assessment of the client’s risk profile, with the aim of achieving the best possible results within agreed parameters.
- Authorised by FINMA as Portfolio Manager
- Supervisory body: AOOS Swiss Supervisory Authority
Services
- Discretionary asset management: delegation to the manager within the scope of the agreed investment strategy, with customised solutions.
- Financial advice: market analysis, scenarios and customised financial product proposals, with final choice by the client
- Consolidated asset statement presentation: consolidation of open banking relationships with various custodian banks, managed by WMM or other intermediaries.
- Portfolio risk analysis: detailed analysis of portfolio risk by currency, issuer, country, asset class.
*only available in Italian language