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Addvision Wealth Management SA

Family office

Geneva Β· 2 people tracked

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Investment thesis

Addvision Wealth Management SA is a Geneva-based independent wealth management and family office firm founded in 2004 by two managing partners, with offices in Geneva, London, and Milano.

Invests inSector AgnosticEuropeGenevaSwitzerland

Source: firm website, verified Aug 3, 2026.

HQ
Geneva, CH
Founded
2004

Team Β· 2 people

from the firm's website
Amedeo SerraΒ· Managing Partner

Co-founder and Managing Partner responsible for asset allocation, portfolio management, and client relationships. He previously held private banking leadership roles at Lombard Odier, Lazard Wealth Management, and Goldman Sachs, and began his career at Credit Suisse in Geneva. He holds an MBA from Harvard Business School.

John BurkeΒ· Managing Partner

Co-founder and Managing Partner overseeing financial engineering, legal & compliance, and client relationships. He was previously a Director at Lombard Odier's Private Banking unit and worked at BNP Paribas in Geneva in Investment Banking and Private Banking from 1990 to 2001.

Frequently asked questions

What sectors does Addvision Wealth Management SA focus on?
Addvision Wealth Management SA focuses on Sector Agnostic.
Where is Addvision Wealth Management SA located?
Addvision Wealth Management SA is headquartered in Geneva, CH.

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