FP Wealth Capital
An independent financial firm specialized in Structured Products.
FP Wealth Capital SA is a Geneva-based company offering Financial Products, investments mandates, and advisory services to its range of professional clients.
FP Wealth Capital SA is a Geneva-based company offering Financial Products, investments mandates, and advisory services to its range of professional clients.
We differentiate ourself from traditional wealth management companies through the implementation of
financial products investment mandates and advisory services. As such, our clients — which
include private individuals and family offices — have the opportunity to access a complete
range of financial products and structured products solutions to manage their wealth.
The
Financial Products industry has witnessed a tremendous development over the past decade. In
today's modern wealth management environment, investors require tailor made solutions to
implement investment strategies that exactly match their needs.
Our philosophy is to go
hand in hand with our clients during the entire investment process while at all times reflecting the
three core values of our company which are Entrepreneurship, Independence and Excellence.
FPWC
SA was founded by a team of successful market professionals, all with long international track
records in the fields of Capital Markets, Financial Products, Structured Products, Derivatives and
Wealth Management services.
We are entrepreneurial. Driven by intuition, we embrace new opportunities and aim to get
things done. We value bold thinking and allow turning new ideas into great execution.
We
take calculated risks, balancing needs of the business with needs of people. Our team is
insightful, ingenious and resourceful.
Money matters are very personal. Being totally independent and free of conflicts of
interest, our team identifies strongly with each client's uniqueness.
Dissociating from increasing standardization among investment management
professionals, we aim to offer our clients with innovative and tailor made investment
solutions, as opposed to push-sales to satisfy third party's interest.
We deliver what we promise-and add value that goes beyond what is expected. We surpass
others through sustained performance and superior thinking.
But Excellence
also goes with trust, and our team provides services with the very highest standards of
operational and regulatory efficiency and integrity.
Effectiveness and efficiency combined with banker's discretion have forged Geneva's
worldwide reputation.
While Switzerland as a whole manages 28% of the world's private offshore assets, Geneva is the
birthplace and capital of international asset management. It is a benchmark of excellence for other
financial centres. The success of the term of "private banking" underlines the fact that the
criteria of quality that are applied to Geneva, where private banking was born 200 years ago,
represent a world reference for the profession.
Geneva is where the two largest Swiss
banks, the top fund managers in Europe, look after their largest assets. It is also in Geneva that
an increasing number of foreign banks are now concentrating their international asset management
teams. There are around 60 foreign-controlled banks in Geneva today.
This
cross-fertilization is responsible for its dynamic financial activity, further stimulated by
hundreds of finance companies, independent asset managers, and asset management departments of large
foreign fiduciaries and brokers.
In connection with the entry into force of the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA) in January 2020, client advisers are required to enroll on a register: the Swiss Register of Client Advisers.
The concept of client advisers is relatively broad and encompasses distributors of collective investment schemes, distributors of financial instruments and investment advisers, whether they are based in Switzerland or abroad.
As a registered Swiss Client Advisor, FPWC SA and its directors:
In addition, FPWC SA follows the latest recommendations of the Swiss Banking Association related to Structured Products marketing documentation and of the Swiss Structured Product Association related to Structured Products classifications.