Independence, Objectivity and Security

Independence, Accessibility, Objectivity and Safety are our main concerns for our customers. Wealth Management Advisors SA WMA is a Swiss independent wealth management company operating through strategies based on fundamentals and supported by technical analysis skills.

WMA’s partners have a wide experience in the field of banking and wealth management and have acquired the competencies essential to global asset management. In addition to our own research, we have access to the research teams of our Swiss and foreign banking correspondents, as well as many privileged contacts in the financial and business community.

WMA is an active member of The Swiss Association of Asset Managers (SAAM). This self-regulating body is the leading national trade association of independent asset managers in Switzerland. A strict Code of Ethics and Professional Conduct ensure that members provide asset management services in a professional and competent manner.

The Swiss Financial Market Supervisory Authority (FINMA) recognizes SAAM as a self-regulating body.

The FINMA is the Federal administrative authority, with all necessary sovereign powers to govern the Swiss financial institutions. These quality standards are intended to establish and solidify the industry’s excellent reputation.

WMA also maintains a wide network of international counselors that can provide answers to any inquiry related to the financial world.

WMA manages private and institutional customers’ accounts directly opened in a select group of the largest banks. Our full independence towards these banks abolishes any possible conflict of interest and allows us to objectively define the best solution for each of our clients. Further, our customers benefit from a great security offered by these large banking institutions, while benefiting from the expertise of a team fully dedicated to wealth management and its customers requirements.