Bridging the Gap Between Managers and Investors.
Wealth Solutions Partners (WSP) is a Geneva-based advisory firm operating a dual-service model for the professional investment community.
FOR WEALTH MANAGERS
Advisory & Due Diligence
We provide institutional-grade due diligence and fund selection. Our platform delivers operationally verified fund intelligence, streamlining your research process and ensuring operational security for your portfolios. We act as your outsourced analyst desk, saving your team hundreds of hours of screening time.
- Fund Screening: Systematic quantitative and qualitative analysis across all major asset classes, covering long-only, Alternative UCITS, Smart Beta, and ESG strategies.
- Operational Due Diligence: Thorough verification of fund operations, compliance, and governance to ensure your portfolios meet institutional safety standards.
- Portfolio Monitoring: Ongoing oversight including contribution-to-risk analytics, liquidity analysis, and rebalancing recommendations aligned with your investment objectives.
FOR ASSET MANAGERS
Certification & Visibility
We are your Digital Sales Rep in the Swiss institutional market. For 20% of the cost of a dedicated sales representative, we put your story on the desk of every decision-maker in Switzerland, exactly when they are making a decision.
- WSP Certification: Our Operational Safety audit signals to allocators that your fund is safe, transparent, and ready for business.
- Workflow Integration: Your fund appears in the daily workflow of 500+ CIOs, DPMs, and Family Offices (“The Golden 500”) – not as an ad, but as a solution.
- Intent Ledger: Quarterly reporting on who viewed your profile, who downloaded your factsheet, and who requested a meeting.