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DirectoryGenevaWFM & Partners SA
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WFM & Partners SA

Summary

About the company

WFM & Partners SA is an independent multi-family office providing asset management and investment advisory services. The firm offers global asset consolidation, discretionary asset management and lifestyle services through an open-architecture investment approach and is subject to supervision by SO-FIT.

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Offering

Products & services

✓ Offered4
Discretionary Asset Management
Full-service asset management solution with investment strategy, asset class selection, risk management and reporting, tailored to financial objectives, family situation, horizon and risk tolerance.
Investment Advisory
Proactive investment advice for experienced investors who make their own decisions, including advice on specific asset classes, hedge funds, emerging market fixed income and private equity club deals.
Global Asset Consolidation
Global consolidation report of listed and non-listed financial assets and non-financial assets across custodian banks and physical assets, including liquidity analysis, stress-testing and risk breakdowns.
Lifestyle
Lifestyle support as part of the multi-family office offering, alongside asset management, investment advisory and global asset consolidation.
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Location

Rue Philippe-Plantamour 6
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-349.976.406
Founded
2024 · 2 years
Last commercial register change
March 13, 2026
Employees
1 to 10