The team of professionals who make up Vector WM come from different and complementary backgrounds in wealth management, private equity and real estate finance.
VECTOR WM offers services tailored to each and every client, providing instruments and investment solutions aimed at increasing their overall wealth.
Excellence and transparency are intrinsic to VECTOR WM’s professionalism, which is aimed towards persistent client satisfaction and towards the creation of long lasting relationships.
Innovation and confidentiality are the main drivers of the business, and they benefit from the stability and security offered by the Swiss regulatory framework.
VECTOR WM provides customized wealth management services: great flexibility allows for great attention towards necessities and peculiarities of each individual client, be they entrepreneurs, managers, families, companies or institutional clients.
Vector WM provides a range of family office services to support its clients:
Our wealth management approach is based on a few main pillars:
- CONSOLIDATED REPORTING, INCLUDING REAL ESTATE ASSETS, PRIVATE EQUITY ASSETS AND ILLIQUID ASSETS.
- PORTFOLIO SUPERVISORY AND RISK MANAGEMENT.
- SELECTION AND OPTIMIZATION OF MANAGERS AND DEPOSITARY BANKS.
- SUPPORT, TOGETHER WITH LEGAL AND FISCAL ADVISORS, IN SELECTING THE MOST APPROPROPRIATE SOLUTIONS FOR WEALTH AND SUCCESSION STRATEGIC PLANNING.
The spirit of innovation of VECTOR WM focuses on the generations of investing ideas, both traditional and alternative and on the employment of the best technologies to maintain contacts with its clients.
Vector Wealth Management operates on a complete lack of conflicts of interest in terms of its relationship with banks and other financial institutions.
Vector Wealth Management has solid relationships with the most prominent local depositary banks which allows to provide clients with great flexibility to meet any demands.
VECTOR WM’s main goal is the growth of its client’s wealth, coherently with their risk-reward profile, and always with great attention towards risk management and capital preservation.
VECTOR WM’s activity is regulated by the self-discipline entity OAD-FCT.