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 businesses Vector 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.
View Top Employees from Vector WMWebsite | http://www.vectorwm.com |
Revenue | $400000 |
Employees | 11 (11 on RocketReach) |
Founded | 2009 |
Address | 13 Via Pessina, Lugano, Ticino 6901, CH |
Phone | +41 91 922 70 72 |
Technologies |
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Industry | Financial Services, Business Services General, Business Services |
Web Rank | 10 Million |
SIC | SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 736 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies |
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The Vector WM annual revenue was $400000 in 2024.
Brenda Olmos is the COO of Vector WM.
11 people are employed at Vector WM.
Vector WM is based in Lugano, Ticino.
The NAICS codes for Vector WM are [561110, 5611, 56111, 561, 56].
The SIC codes for Vector WM are [73, 874, 736, 87].