WMX Swiss

Wealth Management Xperts

The way for better perfomance and lower risk

A combined experience of more than 60 years, state of the art technology and human  personal wisdom.

WMX interacts with best partners to deliver sound investment solutions, software and specific technologies for trading and banking, personalized products for institutional customers and qualified investors.

Vision

Allow anyone to improve the managing of liquidity and financial assets, fostering knowledge, awareness, transparency, effectiveness and control of risk and return.

Mission

Enabling professional and retail investors to exploit the most innovative technologies, giving access to safe and performing investment projects.

Our Beliefs
  1. Safety first
  2. Transparency
  3. Care of customer needs

Financial Institutions

WMX is constantly monitoring optimal solutions for asset managers, family offices and qualified investors searching for diversification, alternative investments, structured products and tokenizations.

Thanks to a deep cooperation with our institutional partners, we have studied risk management models allowing a better allocation.

  • VC and Startups
  • Alternative funds and Certificates
  • Structured products on demand
    • Actively managed certificates,
    • tracker certificates,
    • non-bankable assets,
    • private debt,
    • private equity,
    • real estate,
    • capital protected notes,
    • credit linked notes
    • insurance linked securities.

Professional and Corporate Investors

A boutique where the experience with institutional asset management allows us to tailor a diversified portfolio with the best fit of return and risk for every customer.

 

  • Evaluation of actual porfolios, risks and potentialities
  • Optimization of portfolios with innovative models
  • Fiscal and pension planning
  • Successions, Inheritance and Trusts
  • Diversified assets like Real Estate, Art, Jewels, Collections, NFT’s, Crypto.

 

In some cases we can also propose a structrued product “on demand” based on the specific needs of the customer.

Banking as a Service solution

For corporate customers the solution to serve customers and manage transactions in the most efficient way.

Access to lending opportunities

Through our partners we can assess and evaluate specific lending opportunities for Private or Corporate customers.

INVESTOR WARNING

The WMX Swiss platform is directed at and intended to be used by professional investors and financial institutions. By continuing, you confirm that you fit into one of these categories. Alternative investments are risky. When you invest, your capital is at risk, and the Investment may result in a total and irreversible loss of the money invested. Ask questions, read all information given carefully, and seek independent advice before committing yourself to any investment. Learn more.