IN EVERY ASPECT
Wealth Management Partners (Switzerland) AG (WMPS) offers a very seasoned team of Dutch financial specialists with a broad working experience in banking and deep knowledge of the Swiss banking system.
We are your "eyes and ears" in the Swiss market. From our home base Zurich, we maintain a very strong network with (external) leading Dutch and Swiss intermediaries.
Our focus on investing leads to better results for you. We will not be distracted by other services but keep our “eye on the ball”. We provide asset management with a strong track record since 2004.
Everything the WMP team does targets continuity in exercising our specialism: growing your capital in a controlled manner and independence.
IN EVERY ASPECT
Just as independent as you are
WMPS is a subsidiary of Wealth Management Partners NV (WMP) and operates on a partnership basis from Zurich as an independent and autonomous Swiss wealth manager.
This is our company; we are proud of it and we are 100% committed to its success. There are no ownership relationships with banks or other financial institutions. This enhances WMPS team’s independence and professional freedom.
Strength of independent selection
Since its inception in 2004, WMP shows a rock solid track record and a strong reputation. WMPS broadens this success internationally.
We do not work with in-house investment products or funds, because they can never all be ‘best in class’. So our per-formance is not adversely affected by compulsory internal purchase obligations and hidden costs.
Independent of your bank
The choice of your depository bank is important. After making that choice, the investment transactions performed by this bank need to be monitored. This is another reason why we are committed to our independent position. We can negotiate good conditions for you, in terms of transaction costs for instance, but also in relation to the price that you pay or receive.
We work – and if necessary fight – on your behalf. You can choose from multiple custodians.
CLEAR: OBJECTIVE INVOLVEMENT
On a discretionary basis WMPS will set up and maintain an investment portfolio for the benefit of your financial goals, wishes and needs. The investment strategy and mandate guidelines are decided together with you. WMPS manages discretionary assets from € 2.5 million.
Our specialists, who are 100% independent, study the market and choose the best investment opportunities worldwide for each investment category, region, economic sector or theme. Needless to say, when doing so we always make an accurate assessment of the effect of newly selected investments on the risk profile for your (total) portfolio.
Managing risk is our main focus. Our specialists are constantly looking for the best balance between financial situations and investments with a proven track record and new investment solutions.
The results achieved by WMP prove the effectiveness of this approach.
CLEAR: OBJECTIVE INVOLVEMENT
Independent portfolio advise at the heart
Within advisory services you are in the lead in making the final investment decisions. WMPS is your high level sparring partner and gives you guidance through the financial markets and provides access to research from our own investment committee and from external financial partners.
Your Swiss based portfolio advisor has an international scope and has the global financial markets at his fingertips. Periodically you will receive our reporting (transactions and investment portfolio) which we will discuss in person with you.
WMPS provides portfolio advisory services from € 5 million.
CLEAR: INFORMATION AT A GLANCE
Clear online reports
Our clients set high standards for the reports indicating how their assets have changed in value. We have developed our own reporting system to satisfy this need. The reports are independent of your choice of depository bank.
We can provide our reports digitally or hard copy, in line with your preferences. In addition, you can access an up-to-date performance report online on a daily basis.
Transparency and efficiency are core values for us. The most important information is summarized on one page, but we also break the data down by risk category, region and the achieved performance (’contribution’). On top of that, the costs are clearly identified. Our reporting has an extensive ‘look through’ in the underlying investment funds.
NOT FOR EVERYBODY
Shared entrepreneurial mentality
Our clientele includes, among others:
Most of our clients have an entrepreneurial mentality. Like you, we also set high standards when it comes to professional competence, process quality, client focus, performance and support services.
CLEAR: DISCRETE AND SECURE
Discretion and safety
Switzerland is known for its high-tech financial infrastructure related to the operation of diverse, internationally oriented and (very) wealthy clients. There are many good reasons to maintain an account in Switzerland, for example:
External regulators, advisors and auditors
The Swiss regulator FINMA has organized the licensing and supervision of Independent Asset Managers through recognizing a number of “Self Regulating Organizations”(SRO). VSV-ASG is the largest SRO in Switzerland. To provide asset management in Switzerland it is mandatory for independent asset managers to join an SRO