Vector WM – About us
A modern approach, transparency and excellence
Vector Wealth Management
Founded in 2009 and based in Lugano, VECTOR WM is an independent Swiss wealth manager and multi-family office authorised by FINMA. Our team of professionals brings together diverse and complementary experience in wealth management, private equity and real estate. VECTOR WM offers services tailored to each client, providing investment tools and opportunities designed to grow their overall wealth.
Transparency and excellence are inherent to the professional standards VECTOR WM upholds, with a commitment to ensure client satisfaction and lasting relationships.
Innovation and confidentiality guide our work, supported by the security and oversight offered by the Swiss financial framework.
The VECTOR WM team’s innovative spirit shapes both the generation of traditional and alternative investment ideas and the use of leading technologies to maintain close contact with clients.
VECTOR WM operates without conflicts of interest involving banks and financial institutions. We have established relationships with leading custodian banks in Switzerland and abroad, offering clients maximum flexibility to meet their needs.
Vector WM also supports its clients through a comprehensive range of family office services. Our discretionary wealth management approach is based on the following key features:
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Consolidated reporting covering real estate, private equity and liquid assets
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Oversight and risk management
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Selection and optimisation of asset managers and custodian banks
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Support in selecting the most appropriate strategic wealth and family planning solutions, in conjunction with legal and tax advisers