Roberto Fontana

Senior Relationship Manager at Vector WM - Lugano, Ticino, Switzerland

Roberto Fontana's Contact Details
HQ
+41 79 363 90 44
Location
Giubiasco,Ticino,Switzerland
Company
Vector WM
Roberto Fontana's Company Details
Vector WM logo, Vector WM contact 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.

Details about Vector WM
Frequently Asked Questions about Roberto Fontana
Roberto Fontana currently works for Vector WM.
Roberto Fontana's role at Vector WM is Senior Relationship Manager.
Roberto Fontana's email address is ***@vectorwm.com. To view Roberto Fontana's full email address, please signup to ConnectPlex.
Roberto Fontana works in the Financial Services industry.
Roberto Fontana's colleagues at Vector WM are Alessandro Beggio, Ilyas Suemer, Fabio Bortoli and others.
Roberto Fontana's phone number is +41 79 363 90 44
See more information about Roberto Fontana