Trusted professionals that bring innovative ways of thinking investment
Wealth Solutions Partners Ltd is an independent investment consulting company based in Geneva, Switzerland that focuses on selecting fund managers, and portfolio solutions for Private Banks and Wealth Managers. The company is led by Hervé Croset, Antonio Carballo and Philippe Darbellay.
We are a team of successful experienced professionals with deep knowledge of sophisticated customer needs gained through more than 60 years of combined experience in asset management fields.
We succeed by inspiring trust; demonstrating a culture of independency, knowledge and freedom of judgment, aligned to the values of our customers.
We aim to connect your business with the most advanced investment solutions worldwide using our internal expertise as well as our network of knowledge. We partner with leading institutions that bring cost efficient solutions and added value for our customers.
Our business partners have global reach and solid track records in fund selection, portfolio management, infrastructure services and risk control.
We can advise in French, English, German and Spanish.
FOUNDING PARTNERS
40 years of combined experience in organisation and wealth management to the benefit of investors
PARTNER
BUSINESS PARTNERS
A large network of leading companies in their respective field
We partner with leading institutions that bring specific expertise to complement our solutions and add value for our customers.
We work closely with our partners to find creative, innovative ways of thinking and investing.
Our business partners must have solid track records in areas of expertise such as ESG investments, technology, infrastructure services or risk control.
We partner with RIBI™ (the Responsible Investment Brand Index, www.ri-brandindex.org) to assess how consistent our selected fund managers are between what they do in terms of responsible investments and how it is embedded in their culture.
Other set of resources comprises data providers and technology platforms that help us to source through processed information the best-in-class investment opportunities for our customers.
RESOURCES AND TOOLS
Connectivity, creativity and innovation are our strengths
Using leading analytical tools and research, allows us to deliver a comprehensive recommendation pack, along with a full set of advisory services across a wide range of portfolios and underlying assets such as: Regulated Alternative Funds, Private Equity, Active Funds and ETFs.
Our large network of resources allows us to access data to source customers with the best-in-class products, services and processed information at any point in time.
Our distinctive position in the industry guarantees us to access key research from prominent as well as exclusive asset managers, or academic research from across the US, Europe and Asia.