Fabio Bortoli's Contact Details

Fabio Bortoli's Company Details

Vector WM

Lugano, Ticino, Switzerland • 11 Employees
Financial Services

Vector WM is an independent multi-family office business, whose approach and philosophy are aimed at providing tailor-made wealth management services.Vector WM's tailor-made wealth management services provide an excellent tool to successfully invest and increase the clients' wealth.Our services are characterized by state-of-art quality, know-how and innovation.The investment philosophy is driven by mid to long-term objectives, fully focused on clients' needs in terms of:- Risk / reward approach- Characteristics and allocation of the whole portfolio, including real estate, private and non-liquid investments- Family structure and succession planning- Geographical exposure of the businessesVector WM acts without any conflict of interest with banks and financial institutions, in terms of products, depositary banks, securities' transactions.Vector WM has strong relationships with the major depositary banks, giving the flexibility to meet the client's needs.Vector WM provide a full range of wealth management and ancillary services to our clients: Real Estate, Institutional Clients and Family Offices, Succession Planning / Family Law Matters, Art Advisory.