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 provide institutional visibility and manager introductions in the Swiss market. Through WSP Certification and workflow integration, your fund reaches an identified professional audience at the point where they are evaluating options.
- WSP Certification: Our operational due-diligence review reports its findings, scope, date and limitations on the fund profile, so allocators can see what was examined and what was not.
- Workflow Integration: Your fund appears in the research workflow of the Swiss professional investors who use WSP’s selection lists.