Aug22499 8 | Acquisition International, Issue 4 2024 Jan24045 AWAP AM: Pioneering the Field of Wealth Management n 2008, experienced Private Banker Anne-Sophie Tourrette established AdvisorOne SA, an independent wealth management structure. Over 15 years later, in July 2023, the company achieved approval from the Swiss Financial Market Supervisory Authority and was renamed AWAP ASSET MANAGEMENT. Today, it continues to specialise in international wealth management and planning, as well as dedicated financial advice. Standing at the helm of AWAP AM’s growing team, Anne-Sophie boasts an impressive 34 years of experience in her field. Having worked at some of the largest Swiss international banking groups, she is equipped with the skills she needs to effectively preserve and grow clients’ wealth. AWAP AM is driven by a simple mission: to deliver superior results and experiences to its clients by leveraging the latest developments in wealth management technology along with a client-centric approach. Guided by the principles of integrity, expertise, and ethical conduct, the company is committed to serving as a trusted partner to clients in their financial journeys. By supporting them to navigate the complexities of the investment landscape, it aims to empower people to achieve their long-term financial goals. Operating in a competitive field, AWAP AM stands out for a number of reasons. Firstly, the company is unique for its unparalleled transparency in pricing, which applies both to its relations with banks and its management of investments. Unlike its less transparent competitors, AWAP AM empowers clients to make informed decisions by providing them with clear and detailed information about the fees and costs associated with its services. It also explains every action taken during the investment management process, providing them with confidence that their finances are in safe hands. Upon its initial inception in 2008, AWAP AM implemented a transparent no-retrocession model, marking the start of its long-standing commitment to pricing transparency. When the company later joined the Swiss Association of Independent Asset Managers, it stood out as the only one to have done so. “We pioneered a transparent fee structure from our inception, setting a standard of openness and honesty in an industry where opacity can be common,” comments Anne-Sophie. “This commitment to transparency extends to all aspects of our operations, fostering trust and confidence with our clients.” Another factor that makes AWAP AM unique is its commitment to innovation. Using cutting-edge technology and in-depth data analysis, the company offers tailor-made investment solutions that cater to the specific needs of each client, ultimately maximising returns and minimising the risk involved. Furthermore, it proactively manages portfolios, making informed decisions backed by both the human expertise of its team and the power of sophisticated algorithms. When it comes to innovation, AWAP AM is continuously exploring new areas for development. For example, the company keeps a keen eye on the landscape to identify any emerging technologies that could be used to enhance its service offerings. Anne-Sophie shares, “We have started to explore the possibilities offered by blockchain technology and cryptocurrencies. This can include integrating these assets into client portfolios or using blockchain technology to enhance the security and transparency of financial transactions.” Furthermore, AWAP AM has noticed that Socially Responsible Investing (SRI) has become a major trend in the wealth management field. Many investors are seeking investment options that integrate environmental, social, and governance (ESG) criteria, aiming to support causes they care about while achieving financial returns. Whilst this can be complicated when it comes to implementation, AWAP AM always takes clients’ preferences into consideration and works with them to identify the opportunities that best align with their values. Overall, it is clear that, even after almost two decades of operation, AWAP AM is determined not to stagnate. The company does not hesitate to take action in order to stay ahead of the curve. For this reason, it is leading the field of asset management, standing at the forefront of market trends by offering innovative investment solutions that meet the evolving needs of its clients. As a result, it is no surprise that AWAP ASSET MANAGEMENT has recently been named Most Innovative Independent Asset Manager, Switzerland, in the Global Excellence Awards 2024. We are thrilled to congratulate Anne-Sophie Tourrette and her team on their success in this awards programme and wish them the best of luck in the years to come. Contact: Anne-Sophie Tourrette Company: AWAP ASSET MANAGEMENT Web Address: www.awap-am.ch Email: [email protected] Based in Geneva, Switzerland, AWAP ASSET MANAGEMENT (AWAP AM) is an independent wealth management company providing bespoke, transparent, and innovative investment solutions designed to meet unique financial objectives. Here, we speak to Founder and CEO Anne-Sophie Tourrette, who tells us more about the company’s recent innovations following its success in winning Most Innovative Independent Asset Manager, Switzerland, in the Global Excellence Awards 2024. I
RkJQdWJsaXNoZXIy MTUyMDQwMA==