Wedge Associates
Also known as Wedge Associates SA
Geneva wealth manager founded 2004 (FINMA-authorised since 2023) offering portfolio management, private equity, real estate and family-office services to families.
Identity
- HEADQUARTERS
- Geneva, Switzerland
- FOUNDED
- 2004
Investment approach
- SECTORS
- Real Estate & PropTech
- STRATEGIES
- Private equityReal estate
Overview
Wedge Associates SA was founded in Geneva in 2004 to provide private clients with personalised service and tailored investment advice, later adding advisory work for companies. It has been authorised by FINMA as a portfolio manager since March 2023 and is a member of the Swiss Association of Asset Managers (ASG). Its services include portfolio management, private equity, wealth structuring, investment funds and real estate, plus a family-office offering for family groups covering administration, philanthropy, concierge and tax.
People
- Duc NguyenChief Investment Officer and Wealth Manager · source
- Serge PavoncelloChief Executive Officer and Chairman of the Board · source
- Caroline BeaumontChief Operating Officer and Board Secretary; Compliance & Risk Officer · source
- Laura ParonittiFamily Office Manager and Management Support · source
Frequently asked questions
Wedge Associates is a multi family office based in Geneva, Switzerland, founded in 2004.
Wedge Associates does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes private equity and real estate.
Wedge Associates invests in Real Estate & PropTech.
Key people at Wedge Associates include Serge Pavoncello (Chief Executive Officer and Chairman of the Board), Caroline Beaumont (Chief Operating Officer and Board Secretary; Compliance & Risk Officer), Duc Nguyen (Chief Investment Officer and Wealth Manager) and Laura Paronitti (Family Office Manager and Management Support).