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Wealth Management

Boutique wealth management firm serving the needs of high net worth international families

WM Capital is a Swiss based, boutique wealth management firm, serving the needs of high net worth international families with a concentration in Europe and UK.

As an independent asset management company, we have the freedom to offer our clients impartial advice based on unbiased analysis.

We aim to deliver tailor-made financial solutions, unparalleled service and protect your privacy in our commitment to Swiss banking confidentiality and the stringent guidelines of FINMA (Swiss Financial Market Supervisory Authority).

 

Contact

➤ LOCATION

Rue Rodolphe Toepffer 8
CH 1206, Geneva, Switzerland

☎ CONTACT

maria@wmcapital.ch

 

Our Services


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INVESTMENT Management

With over 12 years of experience in the financial markets and a strong network of financial institutions as our partners, we specialise in constructing and managing investment portfolios that are tailored and suited to your needs. 

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BANKING SERVICES

We can act as a strategic partner in managing your banking relationships. We can help simplify your banking by sourcing the right partners, negotiating preferential rates, and assisting in the set up of personal and corporate accounts, debit and credit cards, and managing day-to-day banking needs.

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Financing Solutions

There are times when raising financing, rather than drawing on existing assets, can be both a prudent and profitable option. WM offers a complete solution to help you finance or refinance a wide range of assets in different jurisdictions.

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