Vector WM

Info

Vector WM is an independent multi-family office business, whose approach and philosophy are aimed at providing tailor-made wealth management services.

Geschichte

Vector WM’s tailor-made wealth management and discretionary portfolio management services provide an excellent tool to successfully invest and increase the clients’ wealth.
Our services are characterized by state-of-art quality, know-how and innovation.
The investment philosophy is driven by mid to long-term objectives, fully focused on clients’ needs in terms of:
- Risk / reward approach
- Characteristics and allocation of the whole portfolio, including real estate, private and non-liquid investments
- Family structure and succession planning
- Geographical exposure of the businesses
Vector WM acts without any conflict of interest with banks and financial institutions, in terms of products, depositary banks, securities’ transactions.
Vector WM has strong relationships with the major depositary banks, giving the flexibility to meet the client’s needs.

Vector WM provide a full range of wealth management and ancillary services to our clients: Real Estate, Institutional Clients and Family Offices, Succession Planning / Family Law Matters, Art Advisory.

"VECTOR WM è un gestore patrimoniale e multi–family office svizzero indipendente formato da un team di professionisti con esperienze diverse e complementari nel mondo del wealth management, private equity, real estate.VECTOR WM offre servizi personalizzati ad hoc per ogni cliente, fornendo strumenti e opzioni di investimento per incrementare il patrimonio complessivo.VECTOR WM fornisce servizi personalizzati di gestione patrimoniale, con la massima flessibilità in relazione alle necessità e unicità del cliente imprenditore, manager, famiglia, azienda ed istituzionale."