Westmon
Company

Westmon

Financial Services 10e, Pt 18 employees
Employees
18

Westmon Overview

Headquarters
10e, Pt
Website
www.westmon.net
Industry
Financial Services
Employees
18
Founded
2017
NAICS
Finance and Insurance
Monetary 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 Contact
Bárbara Felisberto HR and Office Coordinator Westmon
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João Balhé Senior Portfolio Analyst
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Bruno Teixeira Mestrado Em Estatística E Gestão De
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Ricardo Mendes Manager Na Westmon
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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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