Vector WM – Wealth Management

Bespoke solutions to support your future

Wealth Management

Vector WM offers highly personalised wealth management services, providing investment tools and opportunities, developed to grow customer overall wealth.

Our services are defined by quality, expertise, know-how and innovation.

Our investment approach is guided by medium to long-term objectives and focuses on each client’s needs and circumstances: their risk–return preferences; the composition and allocation of their overall wealth, including real estate, private equity and illiquid assets; the geographical exposure of their other business activities; and their family structure and intergenerational succession considerations.

Vector WM operates without conflicts of interest involving banks and financial institutions in relation to products, custodian banks and financial transactions.

We also have established relationships with leading custodian banks in Switzerland and abroad, enabling us to offer clients maximum flexibility according to their needs.

We aim to be the trusted first point of contact for our private clients, listening to their needs and offering comprehensive support as they navigate complex decisions and share their aspirations and vision for the future. Our wealth management services offer appropriate solutions for long-term personal and family wealth planning, drawing on an extensive, well-established network of highly qualified industry contacts.

  • Objectives agreed with our clients

    Our primary objective is to ensure the transfer of family wealth from one generation to the next, contributing to its growth and protection through our commitment. This requires a clear definition of the family’s wealth management objectives, taking account of family dynamics, different time horizons and the need to prevent disputes within the family.

    We support families in defining these objectives, mediating between differing perspectives where necessary. Once the objectives have been agreed, we work diligently to achieve them. We also attach great importance to reviewing these objectives periodically as time passes and family circumstances change, ensuring that our day-to-day actions remain fully aligned with our clients’ expectations.

  • A global markets approach

    Vector WM operates with complete independence, selecting the strategies and products we consider appropriate with the aim of serving our clients’ best interests. We identify potential investments through in-depth research across global markets, covering all major asset classes. Once we have agreed the objectives, risk profile and time horizon with the client and identified any specific requirements, we operate under a discretionary wealth management mandate that allows investment across global markets. We draw on our portfolio management team’s many years of expertise, supported by continuous, timely research and the security and oversight offered by the Swiss financial framework.

  • A strong focus on generating returns

    Our aim is to protect and grow family wealth over the long term, while maintaining strict risk control and making use of the investment opportunities offered by global markets. To seek returns even in unfavourable market conditions, we can propose diversified investments across different asset classes, such as real estate and private equity, and support clients throughout these transactions. This is made possible by our team’s professionalism and expertise.