Westmon
Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva, Switzerland. The company’s core business is wealth management supervision and consolidation. We help our clients (Ultra High Net-Worth Individuals) in assessing their money managers and financial portfolios, efficiently reviewing their overall allocation strategy and enhancing their risk-return performance. We assists UHNWI, Family Offices, Trustees and Pension Funds in wealth management supervision by consolidating their wealth held in different financial institutions, assessing the overall performance of their portfolios in great details and monitoring the financial risks through comprehensive markets analyses. We replicate client portfolios in our In-house Portfolio Management System to perform complex financial analysis and produce the reports to provide our clients.
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Verified contacts
14
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- CM
Carlos Martinho
Financial Controller (Product Control) · Other
EmailPhone - GA
Gonçalo Alves
Operations Manager · Operations
EmailPhone - RM
Ricardo Mendes
Manager · General Business & Management
EmailPhone - BF
Bárbara Felisberto
HR and Office Coordinator · Human Resources
EmailPhone - FS
Filipe Silva
Portfolio Analyst · Finance & Accounting
EmailPhone - FC
Francisco Cóias Constâncio
Junior Portfolio Analyst · Finance & Accounting
EmailPhone - JB
João Balhé
Senior Portfolio Analyst · Finance & Accounting
EmailPhone - JS
João Soares
Portfolio Analyst · Finance & Accounting
EmailPhone - MA
Miguel Albergaria
Portfolio Analyst · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Westmon
7 distinct titles indexed · top 7 shown.
- 5portfolio analyst
- 3junior portfolio analyst
- 2senior portfolio analyst
- 1financial controller (product control)
- 1hr and office coordinator
- 1manager
- 1operations manager
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