Addvision Wealth Management Sa

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Genève, Switzerland

Business management consultant· Financial Services

Addvision Wealth Management Sa Reviews | Rating 3 out of 5 stars (5 reviews)

Addvision Wealth Management Sa is located in Genève, Switzerland on Cours de Rive 5. Addvision Wealth Management Sa is rated 3 out of 5 in the category business management consultant in Switzerland. Independent wealth management advisory firm. • Swiss company regulated by Swiss law and satisfying all obligations dictated by the Swiss Federal Law of Money Laundering. • Members of the Swiss Association of Asset Managers (SAAM). • Partners: Amedeo Serra, John Burke. In July 2004, Amedeo Serra and John Burke jointly created Addvision Partners SA. The idea behind the creation of our Company is simple: being free of any conflict of interests; we are exclusively remunerated by clients. Simplicity is also the foundation of our investment philosophy. We focus on Asset Allocation and we implement our investment ideas by using passive index-related products such as Exchange-Traded Funds. • In July 2010, Addvision Partners SA was renamed Addvision Wealth Management SA. • In August 2015, Addvision expanded its offering by opening a FCA-regulated sister company in London.

Address

Cours de Rive 5

Phone

+41228183500

Company size

11-50 employees

Headquarters

Genève, Genève

Founded

2004

Open hours

...
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