Addvision Wealth Management SA

Financial Services - Geneva, Geneva, Switzerland

Addvision Wealth Management SA Employees
Maria Grillo

Assistant Vice President , Middle officer specialist

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Addvision Wealth Management SA Details

Independent wealth management advisory firm.• Swiss company regulated by Swiss law and satisfying all obligations dictated by the Swiss Federal Law of Money Laundering.• Members of the Swiss Association of Asset Managers (SAAM).• Partners: Amedeo Serra, John Burke.In July 2004, Amedeo Serra and John Burke jointly created Addvision Partners SA. The idea behind the creation of our Company is simple: being free of any conflict of interests; we are exclusively remunerated by clients. Simplicity is also the foundation of our investment philosophy. We focus on Asset Allocation and we implement our investment ideas by using passive index-related products such as Exchange-Traded Funds.• In July 2010, Addvision Partners SA was renamed Addvision Wealth Management SA.• In August 2015, Addvision expanded its offering by opening a FCA-regulated sister company in London.

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Employees: 9
HQ: +41 22 809 9988
Location: Geneva, Geneva, Switzerland
Revenue:
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