Wealth Management Partners
Overview
Established in 2004, Wealth Management Partners (WMP) is an independent wealth management firm based in the Netherlands, specializing in personalized investment solutions. The firm focuses on both listed and non-listed investments, offering a range of services including private equity, real estate, fixed income, commodities, hedge funds, venture capital, infrastructure, distressed and special situations, collectibles and art, crypto, and ESG and impact investing. WMP operates with a commitment to independence and partnership, aiming to improve the return-risk ratio of clients' assets. WMP's investment strategy is centered on selecting 'best in class' investments, ensuring that clients receive optimal returns. The firm emphasizes a long-term relationship with its clients, with all employees also being shareholders in WMP, aligning their interests with those of the clients. This structure fosters a mutual interest in achieving long-term good results. WMP offers management of larger assets and opts for a long-term relationship with its clients. The firm's commitment to sustainability is evident through the implementation of various ESG-related measures in its operations and processes. WMP has integrated sustainability risks into its investment policy and has assigned SFDR classifications to its products. In 2015, WMP expanded its operations by founding Wealth Management Partners Switzerland (WMPS), a 100% independent Swiss wealth manager established in Zürich. WMPS operates on the same investment strategy as WMP, providing clients with access to attractive non-listed investments selected by experienced specialists. This expansion reflects WMP's dedication to offering comprehensive and diversified investment solutions to its clients.
Investment Focus
- High-net-worth individuals
- Family offices
- Institutional investors
- Foundations
- Endowments
- Associations
Reach Wealth Management Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Wealth Management Partners
What sectors does Wealth Management Partners invest in?
Wealth Management Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Montgomery, United States. Wealth Management Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does Wealth Management Partners invest at?
Wealth Management Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Wealth Management Partners invest in?
Wealth Management Partners invests across Switzerland and Netherlands.
Who are the partners at Wealth Management Partners?
Team members listed for Wealth Management Partners include Carissa Giordano-Steinmeyer (Director of Operations) and Keary Foster (Company Owner).
How do I contact Wealth Management Partners?
Wealth Management Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
