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DirectoryFinance & InsuranceExternal Asset ManagementLuganoVector Wealth Management SA
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Vector Wealth Management SA

Summary

About the company

The core activity of Vector WM is wealth management for families and institutional clients, particularly in long-term wealth planning, wealth management and wealth protection. The company offers tailored services, including the selection of financial instruments and investment opportunities, to grow and protect its clients' assets.

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Products & services

Industry:External Asset Management
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Wealth Management
Tailor-made wealth management with investment instruments and solutions for long-term family assets, taking into account risk profile, real estate, private equity and succession matters.
Advisory
Advisory on asset allocation, performance analysis, fee optimisation, consolidated reporting, estate and succession planning, and support for real estate and financing matters.
Club Deal Co-investments
Club deal co-investments in private equity transactions or real estate deals, especially luxury residential property, with ongoing updates and periodic reporting.

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Location

Via Pessina 13
6900 Lugano
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-112.536.555
Founded
2005 · 21 years
Last commercial register change
June 11, 2025
Employees
11 to 20

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