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 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 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.

– Authorized by FINMA as Porfolio Manager
– Supervisory Organization: AOOS
– Swiss Limited Corporation for Supervision

 Foglio informativo sulla Legge federale sui servizi finanziari (LSerFi)*

Informativa sulla protezione dei dati*

*only available in Italian language

Our Team

Gabriele Anselmi
Gabriele Anselmi
Portfolio Manager
at WMM since 2018
Alessio Barilani
Alessio Barilani
Back Office
at WMM since 2019
Adriano Benzoni
Adriano Benzoni
Client Advisor
at WMM since 2020
Fabrizio Bianchi
Fabrizio Bianchi
Client Advisor
at WMM since 2023
Giulia Castiglioni
Giulia Castiglioni
Junior Portfolio Manager
at WMM since 2022
Matteo Cavargna
Matteo Cavargna
Client Advisor
at WMM since 2020
Alessandro Cavuoto
Alessandro Cavuoto
Client Advisor
at WMM since 2019
Marco Cavuoto
Marco Cavuoto
Client Advisor
at WMM since 2019
Francesco Chiappini
Francesco Chiappini
Senior Client Advisor
in WMM dal 2024
Matteo Citterio
Matteo Citterio
Client Advisor
at WMM since 2019
Nicola Compagno
Nicola Compagno
Senior Client Advisor
in WMM dal 2024
Giovanni De Luigi
Giovanni De Luigi
Co-Head of Portfolio Management
at WMM since 2009
Stefano Delcò
Stefano Delcò
Head of Legal and Compliance
at WMM since 2013
Fabio Ferrari
Fabio Ferrari
Client Advisor
at WMM since 2020
Raffaele Fink
Raffaele Fink
Portfolio Manager
at WMM since 2011
Annamaria Frasca
Annamaria Frasca
Back Office
at WMM since 2020
Alexandra Haas
Alexandra Haas
Risk Manager
at WMM since 2018
Francesco Juri
Francesco Juri
Managing Director
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
Manuela Mentasti
Manuela Mentasti
Head of Back Office
at WMM since 2009
Antonella Pampena
Antonella Pampena
Compliance Officer
at WMM since 2011
Danilo Pellanda
Danilo Pellanda
Client Advisor
at WMM since 2020
Giuliana Poloni
Giuliana Poloni
Back Office
at WMM since 2020
Fabio Poma
Fabio Poma
Managing Director
at WMM since 2001
Adriano Scarpellini
Adriano Scarpellini
Client Advisor
at WMM since 2005
Ana Sousa Lopes
Ana Sousa Lopes
Client Advisor
at WMM since 2016
Alessandro Stefani
Alessandro Stefani
COO
at WMM since 2019
Marinette Svanascini
Marinette Svanascini
Client Advisor
at WMM since 2005
Francesca Valsangiacomo
Francesca Valsangiacomo
Back Office
at WMM since 2012
Luca Valsangiacomo
Luca Valsangiacomo
Middle Office
at WMM since 2009
Nicola Wullschleger
Nicola Wullschleger
Partner
at WMM since 1999