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DirectoryFinance & InsuranceExternal Asset ManagementGenevaWM Capital SA
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WM Capital SA

Summary

About the company

The core activity of WM Capital is wealth management, particularly investment advice and management for affluent international families with a focus on Europe and the United Kingdom. The company offers tailored financial solutions, investment portfolio management and risk management, with the goal of protecting and increasing its clients' assets.

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Products & services

Industry:External Asset Management
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Investment Management
Tailor-made asset management mandates, discretionary portfolio management, portfolio oversight with existing banks or custodians, regular valuations and performance updates, currency hedging and risk management.
Financing Solutions
Financing or refinancing solutions for a wide range of assets in different jurisdictions, structured as an alternative to drawing on existing assets.
Free Consultations
Initial consultations to review needs, scope of goals and budget before appointing the firm to manage assets.

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Location

Rue Rodolphe-Toepffer 8
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-292.450.808
Founded
2024 · 2 years
Last commercial register change
December 3, 2024
Employees
1 to 10

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