WFM & Partners Genève is an independent
Multi-Family Office focused on
Asset Management & based in Geneva
WFM & Partners Genève is an independent Multi-Family Office focused on Asset Management, based in Geneva, Switzerland. We are a team of seasoned bankers and specialists with a cumulative experience of more than 40 years in the financial industry.
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 subject to Swiss banking law.
Subject to the supervision of SO-FIT, Supervisory Organization for Financial Intermediaries and Trustees.
SO-FIT is a supervisory organization authorized by the Swiss Financial Market Supervisory Authority (FINMA) www.finma.ch for the supervision of portfolio managers and trustees in accordance with Articles 43 et seq. of the FINMASA.
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.
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Founded in 2014 by seasoned bankers and specialists, with cumulative experience of more than 40 years, WFM & Partners Genève develops its expertise in full independence, professionalism, discretion and performance.
The company is held by its founders and directors, which ensures a high level of objectivity and a perfect convergence of interests with its clients.
Due to its original principles, WFM & Partners Genève aims at the highest level of professional excellence by skillfully combining controlled growth, innovation and capital preservation.
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:
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– Innovative and high performance wealth planning schemes
– An investment culture based on wealth preservation
– A highly personalized client service
– An international network of trusted partners
– A proven performance track record
– A privileged access to an international network of leading depositary banks with more than 200 years of existence
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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WFM & Partners Genève’s concept is to be a real partner and a chief advisor next to the decision makers of a Family or an Investor, by sharing continuously the five pillars of our values :
Independence: WFM & Partners Genève acts with complete independence from any major influential financial group or bank. WFM & Partners Genève, adopt a selective approach to the best investment opportunities, and take care to avoid any conflict of interest with its clients.
Performance: WFM & Partners Genève, firmly subscribes to the concepts of asset allocation and diversification of risk, and prides itself on its investment philosophy. Specifically, WFM & Partners Genève, aims to practice an integrated wealth management approach to invest in a disciplined process with a very dynamic and opportunistic bias.
Reliability/Credibility: The company’s partners enjoy a very high reputation in terms of high ethic and management skills with proven track records and access to an important international custody banks, specialists and advisors.
Confidentiality: WFM & Partners Genève strives to earn and keep its clients’ trust. WFM & Partners Genève operates with the strictest confidentiality to preserve its clients’ privacy.
Responsiveness: WFM & Partners Genève, consider responsiveness as one of its core characteristic, and rest assured that responsiveness is the only way to disciplined efficiency in asset management.
Our differences
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– Our know-how in asset selection and risk management.
– Our strong vision and strong convictions which enable to consistently deliver absolute
performance over time.
– Our trusted partners offering of the best investment opportunities, across listed and non-listed assets.
– A responsive team and partners dedication, allowing to work with the best experts (asset structurers, products issuers, lawyers, investment bankers, notaries) offering the most efficient solutions.
– Our exclusive network of prominent custody banks with international as well as local footprint.
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.
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– 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.
– Granularity of risks by geography, sector, ownership, market segments.
– Entire customization.
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.
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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:
– Build a long lasting relationship of trust with our clients.
– Capital preservation, and growth.
– Seek the best performance with controlled risk.
– Provide diversified, responsive asset management.
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.
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– 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”).
These opportunities are offered “à la carte” to investors as cherry-picked and independent services, through WFM & Partners Genève’s exclusive network.
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.