Westmon Overview
- Headquarters
- 10e, Pt
- Website
- www.westmon.net
- Industry
- Financial Services
- Employees
- 18
- Founded
- 2017
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Westmon
Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva, Switzerland. The company’s core business is wealth management supervision and consolidation. We help our clients (Ultra High Net-Worth Individuals) in assessing their money managers and financial portfolios, efficiently reviewing their overall allocation strategy and enhancing their risk-return performance. We assists UHNWI, Family Offices, Trustees and Pension Funds in wealth management supervision by consolidating their wealth held in different financial institutions, assessing the overall performance of their portfolios in great details and monitoring the financial risks through comprehensive markets analyses. We replicate client portfolios in our In-house Portfolio Management System to perform complex financial analysis and produce the reports to provide our clients. www.dapm.com
Westmon Contact Details
- People in AeroLeads
- 4
Westmon Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bárbara Felisberto | HR and Office Coordinator Westmon | Portugal |
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|
| João Balhé | Senior Portfolio Analyst | Lisbon, Portugal |
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|
| Bruno Teixeira | Mestrado Em Estatística E Gestão De |
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|
|
| Ricardo Mendes | Manager Na Westmon | Lisboa, Lisbon, Portugal |
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|
Employees by Management Level
Manager
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
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