Vector WM is an independent multi-family office business, whose approach and philosophy are aimed at providing tailor-made wealth management services.
Vector WM’s tailor-made wealth 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.
Company Details
- Employees
- 12
- Founded
- -
- Address
- Via Pessina 13, Lugano,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- vectorwm.com
- Keywords
- VECTOR WM è un gestore patrimoniale e multi–family office che propone una vasta gamma di servizi.
- HQ
- Lugano
Vector Wm Questions
Vector Wm's website is vectorwm.com
Vector Wm's LinkedIn profile is https://ch.linkedin.com/company/vector-wealth-management
Vector Wm has
12 employees.
View email and phone details for 12
employees at Vector Wm.
Vector Wm's industry is
Financial Services
Vector Wm's top competitors are
Swan Asset Management Sa,
Vector Wealth Management,
Banca Del Sempione,
Brightside Capital,
Soave Private Investors Sa,
Cornèr Banca Sa,
Copernicus Wealth Management,
Agenda Invest,
Carthesio Sa,
Colombo Wealth Sa.
Vector Wm's categories are Financial Services
Vector Wm's founding year is 2009
