Vector Wealth Management SA

Overview

Vector Wealth Management SA provides customized wealth-management services for entrepreneurs, managers, families, companies and institutional clients. Its team brings experience in wealth management, private equity and real-estate finance.²

The firm is listed by FINMA as a licensed portfolio manager in Lugano supervised by AOOS, Schweizerische Aktiengesellschaft für Aufsicht.³

History

Alessandro Beggio founded Vector Wealth Management SA in 2009 and serves as its Founder and Chief Executive Officer.⁴

Leadership

Alessandro Beggio is Founder and Chief Executive Officer. Paolo Bronzi is Chief Investment Officer, and Riccardo Ricciardi and Luigi Rossi are Portfolio Managers.⁵

Services

Vector’s wealth-management services include financial-instrument selection, strategic asset allocation, portfolio management, risk management and diversification through private-equity and real-estate opportunities.⁶

Its family-office offering includes consolidated reporting for real estate, private equity and illiquid assets; portfolio supervision; manager and depositary-bank selection; and wealth and succession planning carried out with legal and fiscal advisers.⁷

Advisory work covers real-estate transactions, portfolio and financing analysis, debt advisory, asset-allocation analysis, performance development, fee optimization and consolidated reporting across multiple depositary banks.⁸

Vector also offers club-deal co-investments in private-equity companies, start-ups and real-estate projects, including high-end residential opportunities.⁹

The firm reports that its Luxembourg subsidiary, Vector WM Sarl, established the Vector Selection securitization vehicle for client investments.¹⁰

What the firm offers

• Investment management
• Estate planning
• Risk and insurance
• Private and alternative investments

Client focus

Vector works with entrepreneurs, managers, families, companies and institutional clients seeking tailored wealth-management and advisory support.²

Approach

Vector says its investment approach is guided by each client’s medium- to long-term objectives, risk-reward profile, geographic exposure, family structure and succession considerations.¹¹

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.