Addvision Wealth Management Sa
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.
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BD
Baudouin de Rivaz
Head of Investment - Portfolio Manager · Finance & Accounting
EmailPhone - DB
Daniel Boccara
Vice President - Middle Office Specialist · Operations
EmailPhone - FS
Fabrizio Scardino
Risk Officer · Finance & Accounting
EmailPhone - BL
Benoit Lahaye
Investment Analyst · Finance & Accounting
EmailPhone - RB
Riccardo Bosio
Financial Analyst · Finance & Accounting
EmailPhone - JB
John Burke
Managing Partner · General Business & Management
EmailPhone
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Top roles at Addvision Wealth Management Sa
7 distinct titles indexed · top 7 shown.
- 1financial analyst
- 1head of investment - portfolio manager
- 1investment analyst
- 1managing partner
- 1responsable compliance et lba
- 1risk officer
- 1vice president - middle office specialist
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