Company
About
AWAP Asset Management is here for you!
Who are we?
Founded with a vision to provide excellent wealth management, AAM has evolved to become a leader in the field. Since our beginnings, we have always placed our clients at the center of all our concerns, cultivating relationships based on trust and transparency. Our growth reflects our unwavering commitment to client satisfaction and success. By integrating resilience into our business model, we ensure that we can adapt and thrive in the face of challenges and uncertainties, thereby guaranteeing the continuity and security of our clients’ investments.
Mission
Our mission is to transform your wealth management into a personalized, secure, and resilient experience. We are committed to offering you customized financial solutions that protect and grow your assets, ensuring peace of mind and long-term financial success, even in the face of unforeseen events and challenges.
Strategy
Our strategy is based on a holistic, proactive, and resilient approach to wealth management. We incorporate a thorough analysis of professional, family, and financial decisions to optimize our clients’ financial planning and security. Acting as an architect-assembler, we coordinate expertise in tax, legal, and financial matters to provide integrated and optimal solutions. Resilience is at the heart of our strategy, ensuring that we can adapt our plans and protect our clients’ interests under all circumstances.
Do you need support in managing your wealth?
AWAP ASSET MANAGEMENT
In July 2023, with FINMA approval, AdvisorOne S.A. (founded in 2008) became AWAP Asset Management, an independent wealth management company under Swiss law, headquartered in Geneva and affiliated with AOOS.
It specializes in the field of international, customized wealth management and planning, as well as in dedicated financial advisory services.
Its founder, active since 1990, is driven by ethics, confidentiality, and listening, bringing together the skills necessary for the preservation and growth of your wealth.
Becoming a client of AWAP Asset Management marks the beginning of a true partnership, based on a reciprocal trust relationship, enabling the formulation of the best investment solutions.
In a complex and evolving global environment, we are committed to seeking high-value investment opportunities to optimize your portfolio performance based on your corresponding risk profile.
AWAP Asset Management is a member of the AWAP Circle.