regulatory
framework
A member of the Swiss Association of Independent Asset Managers (SAAM) since 2012, Accurate Wealth Management SA complies with Swiss and international anti-money laundering (AML) regulations, and as such undergoes a strict and rigorous annual audit by its SRO.
As part of the implementation of the Financial Services Act (LSFIN) from 01.01.2020 and the Financial Institutions Act (LEFIN) from 01.01.2023, Accurate Wealth Management SA received its Finma approval in the same year.
Finally, guaranteeing an irreproachable performance by maintaining skills, transmitting knowledge, experience or acquiring new techniques, Accurate Wealth Management SA promotes the continuous training of its employees.
Behind every portfolio, we see
family history heritage
A Professional structure,
a boutique spirit
Each portfolio is developed and structured in accordance with the expectations of each client, whether fully experienced in financial matters, wishing to be guided and advised or simply new to this field. Every detail counts and only listening with attention and thus understanding the real expectations can provide a precise and tailor-made response. The complementary skills of each Accurate Wealth Management SA's employee are organized around a shared expertise; they all respond with sincerity, respect and rigor to the requests submitted to them. Our strength is also to develop, by looking around, efficient "know-how" solutions to respond to them. These options will always be made in a strict application of the quality criteria we impose on ourselves.
Fully conscious that behind any portfolio there is a family history, a unique human experience, a beating heart, we feel fully invested with our mission of wealth
preservation, robustness, a generational commitment to each of our clients.
A human dimension also exists towards each of our employees whose individual values and well-being are greatly taken into consideration. Everyone here - through their precious contribution - lays a stone in the building for the existence and stability of Accurate Wealth Management SA.
Our unique desire: accompany our clients in the organisation, preservation, and transmission of their wealth.
While modelling and algorithms today affect all areas of life, at AWM we believe that in terms of organization, preservation and transmission of your heritage, nothing can equal the advantage of the human fibre. Driven by your trust, our sole desire is to support you in these different stages.
A whole set of
solutions experts tools
orbiting YOUR WORLD
our offer
and expertise
Investment & Portfolio
Management
Asset Allocation, Structured Products, Private Equity FX, Equity & Fixed income.
FAMILY
DESK
Maintain a long-term relationship with our client’s over several generations.
Quality Control
& Consolidated
Reporting
Ensure commissions & review for pricing overcharge, Personalized global reporting.
GLOBAL
NETWORK
Trust , Consultancy, Donor Advised, Funds Financial, Education Estate, Planning.
OPEN ARCHITECTURE
INVESTMENTS
PRODUCTS
Preserve our client’s Capital while seeking investment opportunities.
Financial & Wealth
Planning
Banks, Lawyers, Fiduciaries, Real Estate, Classic car specialists.
