FP Wealth Solutions SA
- Swiss Asset Management firm specializing in comprehensive solutions for wealthy individuals and companies.
- FP Wealth Solutions is Headquartered in Geneva (Switzerland).
- The company was founded by a team of experienced professionals with extensive international practice in the field of investment, finance, and asset management.
- The company is licensed by Swiss Financial Market Supervisory Authority (FINMA) to provide asset management services. The ongoing supervision of the company is handled by Organisme de Surveillance des Instituts Financiers - a supervisory body that monitors the compliance of reporting institutions with financial market laws (in particular with the FINMA, the FinSA and the AMLA).
- The company’s performance audit is carried out by KPMG (Switzerland).
- FP Wealth Solutions is an accredited external manager of client assets held in a range of Swiss banks.
Our Philosophy
Our philosophy is to go in league with our clients throughout the entire investment process, adhering to three core company values: entrepreneurial spirit, independence, and commitment to excellence.
THERE IS ALWAYS A SOLUTION.
We are not a bank, broker, or fund, and thus do not allow for conflict of interest to occur with our clients. Each time we choose the best solution available on the market or design it individually.
Our Mission
Our mission is to be an unbiased and independent expert acting on behalf of the client in matters of protecting and increasing their capital, from generation to generation. As independent professionals, we help clients navigate in rapidly changing environments, respond to new risks in a timely manner, see and take advantage of investment opportunities that arise – even if only for a short time span.