WFM & Partners Genève is an independent
Multi–Family Office focused on
Asset Management & based in Geneva
Discipline in asset management and advisory services is a defining characteristic of a successful independent multi-family office. Because discipline is easy to ignore in the face of the many demands on a multi-family office manager, it is also absent in most firms. We, at WFM & Partners Genève, understand that reality and make sure it is imbedded in our day to day business.
Sound asset management and advices are equally important when delivered properly. They will contribute to help our clients achieve wise decisions with their wealth while organizing and planning properly for the next generations. The most effective approach for a family or entrepreneurs is by having a solid adviser next to it in order to preserve and enhance its wealth through the generations. We, at WFM & Partners Genève, are in that league, we are the “chief Advisor” to our clients, empowering them with confidence, clarity, and peace of mind.
WFM & Partners Genève is proud to be the manager of choice for a limited and exclusive number of families & entrepreneurs, advising, managing bringing new ideas, and exclusive investment opportunities. We, as independent swiss asset manager and multi-family office, bring to our clients transparency in our product proposals and clear fees structure. Our services include Asset Management, Investment Advisory, Global Asset Consolidation and Lifestyle.
WFM & Partners Genève is based in Switzerland were our partners are firmly rooted, offering ideal prerequisites for asset management derived from a place with stable economic, legal and political frame and access to international networking. We are a qualified Investor and an active member of the Swiss OAR-G, regulated by the FINMA and fulfill the tasks and obligations of a self–regulated Organization (SRO) as defined in the Swiss Anti-Money Laundering Act.
WFM & Partners SA is subject to Swiss banking law and is governed by the Swiss Financial Market Supervisory Authority (FINMA), www.finma.ch
OUR COMPANY
Milestones
WFM & Partners Genève is a leader in personalized wealth planning, for families & entrepreneurs mainly from the Middle East and Europe. We are partner to our clients, promoting a full range of financial services and private advices. Unlike traditional wealth management organizations, WFM & Partners Genève offers a comprehensive and outsourced answer to asset consolidation, of financial and non-financial assets for our clients across their custodian banks.
Who we are
WFM & Partners Genève is a trusted partner providing Ultra High Net Worth Individual entrepreneurs or families, with high end, bespoke, proficient and transparent solutions. Our mission is to help manage complex, sophisticated financial and non–financial assets, preserve them and ensure soft transition to family members. Our concept of a MFO (Multi Family Office) is to be a real partner and a chief advisor next to the decision makers of our clients. We can profile ourselves as follow:
SOLUTIONS & VALUES
SOLUTIONS & VALUES
WFM & Partners Genève services encompass Asset Management and Investment Advisory, Global Asset Consolidation and Lifestyle. WFM & Partners Genève commitment is to help reduce overall total costs and make sure to maximize efficiency of every single Individual and Family member’s Wealth. Our utmost priority and objective is to have a comprehensive understanding of our client’s specific needs and expectations. We, at WFM & Partners Genève, consider open architecture product offering, to be the cornerstone of our investment philosophy. The partners and employees invest along with the clients to ensure that their interests align perfectly, while also making sure that clients come first.
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OUR DIFFERENCES
WFM & Partners Genève is not bound to a specific investment approach. In adherence to our best-of-strategies philosophy, and our conviction themes, we evaluate each investment opportunity on its own merits. The result is an open architecture investment model, the use of both passive an active, dynamic investment managers, the incorporation of alternative investment strategies when and where appropriate, and a continuous search for ways to improve the performance and effectiveness of our investments. We have managed to create value for our clients in challenging and erratic market environments over the past investment cycles, using:
OUR SERVICES
GLOBAL ASSET CONSOLIDATION
WFM & Partners Genève provides a sophisticated, bespoke and global consolidation report of all listed or non-listed financial assets and non-financial assets, across custodian banks and/or physical assets.
- Fixed Income, Equity, FX, Alternatives, Commodities, Real Estate, Private Equity, Properties, Businesses and Lifestyle Assets.
- Multi-layered approach through complex filters.
- Liquidity analysis, income projection and stress-testing.
DISCRETIONARY ASSET MANAGEMENT
WFM & Partners Genève offers its clients a full-service Asset Management solution (investment strategy, asset class selection, risk management, reporting), according to their financial objectives, personal and family situation, investment horizon and risk tolerance.
This service is designed to clients wishing to delegate full management or specific assets.
This service grants privilege access to efficient fee structure with trusted custody banks, with the following purpose:
INVESTMENT ADVISORY
A service geared to experienced investors who want proactive investment advice on their Global Wealth so they can make their own investment decisions.
- Namely clients more specifically interested in specific asset classes (e.g., dedicated hedge funds mandate, dedicated emerging market fixed income mandate).
- Outside investors wishing to benefit from WFM & Partners Genève expertise on a given asset class or specific investment theme (e.g., co-investment in private equity or “club deals”).
WHERE WE INVEST
WFM & Partners Genève open architecture approach allows access to the best international investment opportunities in all asset classes, through bespoke solutions to each client and family needs.
The capacity to establish strategic as well as tactical asset allocation will fall into the expertise of WFM & Partners Genève, offering a range of opportunities across:
Financial Assets (listed): money market, bonds, currencies, equities, commodities.
Financial Assets (non-listed “club deals”): venture capital and private equity, OTC debt and real estate (redevelopment and refurbishment programs “buy, fix, sell” and income-oriented schemes)
Physical Assets: property, agriculture, commodities, art.