About us - Addvision Wealth Management S.A.

Amedeo Serra

Managing Partner, in charge of asset allocation, portfolio management, and client relationship.
Director at Lombard Odier, 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 Banker at Goldman Sachs from 1993 to 2000. In 2000, Mr. Serra is named as co-director of London office.
Mr. Serra has started is career in the brokerage unit at Credit Suisse in Geneva.
He owns an MBA from Harvard Business School.

John Burke

Managing Partner, in charge of financial engineering, legal & compliance unit, and client relationship.
Director at Lombard Odier, in charge of the Private Banking unit until 2004.
Director at BNP Paribas in Geneva, Investment Banking and Private Bank from 1990 to 2001.

Company’s foundation by the managing partners Amedeo Serra and John Burke

Moving in the current offices at Cours de Rive in Geneva

Start of the consolidation activity

Opening of an office in London

Obtaining the investment advisory licence and opening of an office in Milano

INDEPENDENCE

DISCRETION

STABILITY

PRAGMATISM

COST EFFICENCY

Our decisions are taken independently for the sole benefit of the client.

Our goal is to establish a trust relationship with our clients.

Since the creation of Addvision in 2004, the two founding partners have gathered a stable team who has evolved in competencies and experiences.

Our clients can rely on our efficiency to find dedicated solutions to answer their needs.

Our know-how and our methods give our clients the opportunity to optimize their cost structure.