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.
– Authorized by FINMA as Porfolio Manager
– Supervisory Organization: AOOS
– Swiss Limited Corporation for Supervision
Informativa sulla protezione dei dati*
*only available in Italian language