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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
Company Details
- Employees
- 18
- Founded
- -
- Address
- Campo Grande 28, 10e,portugal
- Industry
- Financial Services
- Website
- http://www.westmon.net
- HQ
- Lisbon
Westmon Questions
Westmon's website is http://www.westmon.net
Westmon's LinkedIn profile is https://pt.linkedin.com/company/westmon
Westmon has
18 employees.
View email and phone details for 18
employees at Westmon.
Westmon's industry is
Financial Services
Westmon's top competitors are
Golden Wealth Management,
Banco De Investimento Global,
Bpi Gestão De Ativos,
Bnp Paribas,
Casa De Investimentos,
Dapm Sa,
Sibs,
Itaú Bba In Europe,
Apex,
Banco Finantia.
Westmon's categories are Financial Services
Westmon's founding year is 2017
Top Westmon Employees
-
Bárbara Felisberto
Hr And Office Coordinator Westmon
Portugal, Portugal -
João Balhé
Senior Portfolio Analyst
Lisbon, Lisbon, Portugal, Portugal -
-
Ricardo Mendes
Manager Na Westmon
Lisboa, Lisbon, Portugal, Portugal
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