WM Capital is a boutique Swiss based 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).
We pride ourselves on ensuring the growth of your wealth by understanding your professional and personal situation and assessing your financial risk, liquidity and investment objectives to structure an optimal solution to fit your needs.
Whereas many private banks put the interests of the institution before the interests of the client and struggle to deliver quality service, WM acts independently to protect your family and ensure you get the most value and enjoyment from your wealth.
Get in touch
We at WM Capital know that finding the right firm to manage your assets is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
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Team
Global Financial Officer | Senior Partner
Maria Roumy
Maria Roumy is an internationally minded French national and fluent in English, French and Arabic. She holds a business degree from the International University of Monaco.
Maria launched WM Capital SA after gaining extensive experience in asset management, during the 7 years she worked as Family Office Partner at A&M Global.
Prior to her role as a Senior Partner with WM, Maria’s professional experience included private banking roles in several international financial institutions including Merril Lynch, Banca Svizzera Italiana, Credit Agricole, and Société Générale Private Banking.
In Société Générale, Maria worked as a private banker with Alexandre Valladier and helped develop the Middle East desk within the bank’s Monaco office.
MANAGER
Laura Devin
Laura Devins is a French national, fluent in English and French.
She has a Master Degree in International Private Law from the Université of Paris - PanthéonSorbonne
She is a Qualified Paris Bar lawyer - Geneva Bar practice.
LEGAL EXPERT
Charlotte Roumy
Charlotte Roumy is a French national, fluent in English and French.
She Graduated from Law School in University of Toulouse and holds a Degree in Corporate Law as well as a Master in Private Asset Management.
Previous to her role as Legal Expert for WM Capital, she worked as a Private Wealth management lawyer for ten years in France.