Addvision Wealth Management SA Information

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.