Partners

In July 2004, Amedeo Serra and John Burke jointly created Addvision Partners SA. The idea behind the creation of our Company was simple: provide transparent and efficient  asset management services in a conflict-free environment. . Simplicity is also the foundation of our investment philosophy. We focus on Asset Allocation and we implement our investment ideas by using passive index-related products such as Exchange-Traded Funds.


In July 2010, Addvision Partners SA was renamed Addvision Wealth Management SA(AWM). In addition to our existing asset management competencies, AWM now also provides services of consolidation reporting as well as analysis of performances, costs and risk assessments. Our state-of-the art software enables our clients to control their wealth for optimal investment decisions. H

Amedeo Serra

Partner

Founding Partner in charge of asset allocation, portfolio management as well as client relations.


Director at Lombard Odier Darier Hentsch in charge of the Private Banking Unit until 2004.
Managing Director at Lazard Wealth Management in charge of the Private Banking Unit until 2001.
Private Banking at Goldman Sachs from 1993 until 2000. In 2000 Mr Serra was named co-head of the London Office.
He holds on MBA from Harvard Business school and a University Degree in Economics from H.E.C

LinkedInamedeo.serra@addvisionpartners.com

John Burke

Partner

Founding Partner in charge of financial engineering, legal & compliance and client relations.


Director at Lombard Odier Darier Hentsch in charge of the Private Banking Unit until 2004.
Director at BNP Paribas – Geneva, Investment Banking and Private Banking Unit from 1990 to 2001.
Executive trustee « The Deccan Heritage Foundation – London
He holds a University degree in Economics from HEC Geneva

john.burke@addvisionpartners.com