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WFM & Partners SA

Summary

About the company

WFM & Partners SA is an independent multi-family office providing asset management and investment advisory services. The firm offers global asset consolidation, discretionary asset management and lifestyle services through an open-architecture investment approach and is subject to supervision by SO-FIT.

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Offering

Products & services

✓ Offered4

Discretionary Asset Management

Full-service asset management solution with investment strategy, asset class selection, risk management and reporting, tailored to financial objectives, family situation, horizon and risk tolerance.

Investment Advisory

Proactive investment advice for experienced investors who make their own decisions, including advice on specific asset classes, hedge funds, emerging market fixed income and private equity club deals.

Global Asset Consolidation

Global consolidation report of listed and non-listed financial assets and non-financial assets across custodian banks and physical assets, including liquidity analysis, stress-testing and risk breakdowns.

Lifestyle

Lifestyle support as part of the multi-family office offering, alongside asset management, investment advisory and global asset consolidation.

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WFM & Partners SA

About the company

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WFM & Partners SA

About the company

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