Addvision Partners
Also known as Addvision Wealth Management SA
Geneva independent wealth manager and family office (Addvision Wealth Management SA), founded 2004; FINMA-supervised, with branches in London and Milan.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Geneva, Switzerland
- OFFICES
- London, United Kingdom · Milan, Italy
- FOUNDED
- 2004
Investment approach
- ROUTES
- Companies (own capital)
Overview
Addvision Wealth Management SA is an independent asset manager in Geneva, founded in 2004 by partners Amedeo Serra and John Burke and supervised by FINMA. It manages client portfolios and offers family-office services: allocation, selection and monitoring of custodian banks and managers, and consolidated reporting of family wealth. It opened a London branch in 2015 and a Milan office in 2024 after obtaining an investment advisory licence.
People
Frequently asked questions
Addvision Partners is a multi family office based in Geneva, Switzerland, founded in 2004.
Addvision Partners invests its own capital into companies.
Key people at Addvision Partners include Amedeo Serra (Founding Partner (asset allocation, portfolio management)) and John Burke (Founding Partner (financial engineering, legal & compliance)).