Independent wealth management advisory firm.
• Swiss company regulated by Swiss law and satisfying all obligations dictated by the Swiss Federal Law of Money Laundering.
• Members of the Swiss Association of Asset Managers (SAAM).
• Partners: Amedeo Serra, John Burke.
In July 2004, Amedeo Serra and John Burke jointly created Addvision Partners SA. The idea behind the creation of our Company is simple: being free of any conflict of interests; we are exclusively remunerated by clients. Simplicity is also the foundation of our investment philosophy. We focus on Asset Allocation and we implement our investment ideas by using passive index-related products such as Exchange-Traded Funds.
• In July 2010, Addvision Partners SA was renamed Addvision Wealth Management SA.
• In August 2015, Addvision expanded its offering by opening a FCA-regulated sister company in London.
Company Details
Addvision Wealth Management Sa Questions
Addvision Wealth Management Sa's LinkedIn profile is https://ch.linkedin.com/company/addvision-wealth-management-sa
Addvision Wealth Management Sa has
8 employees.
View email and phone details for 8
employees at Addvision Wealth Management Sa.
Addvision Wealth Management Sa's industry is
Financial Services
Addvision Wealth Management Sa's top competitors are
Homeperformance Sa,
1788 Capital,
3t Family Office,
Alliance Partners Sa,
Omega Wealth Management Sa,
Deep Wealth Sa,
Allina Family Office,
Agora Capital Sa,
Accurate Wealth Management Sa,
Alaf Capital Sa.
Addvision Wealth Management Sa's categories are Financial Services
Addvision Wealth Management Sa's founding year is 2004
