Corporate presentation of Versus Wealth Management. Information about the Firn, values, portfolio management program and contact information - Versus Wealth Management.
2. Company regulated for AML and asset management standard practices by the OAR-G [925] under FINMA supervision
Register under Geneva RC [CH-660-1183013-6] & IEI [213800ECXTXT9B1CZE12]
Versus Wealth Management Sàrl • Rue du Port 8-10 • Case Postale 3628-1211 • Genève 3 • Suisse
Phone. +41 (22) 518 07 57 - info@versuswm.com - www.versuswm.com
Contents
The Company ........................................................................................................................................... 2
Regulations............................................................................................................................................... 2
Our Values................................................................................................................................................ 3
Investing with Versus Wealth Management............................................................................................ 4
Why Choose Versus Wealth Management? ............................................................................................ 4
Portfolio Management Program.............................................................................................................. 5
Contact Us................................................................................................................................................ 6
3. Company regulated for AML and asset management standard practices by the OAR-G [925] under FINMA supervision
Register under Geneva RC [CH-660-1183013-6] & IEI [213800ECXTXT9B1CZE12]
Versus Wealth Management Sàrl • Rue du Port 8-10 • Case Postale 3628-1211 • Genève 3 • Suisse
Phone. +41 (22) 518 07 57 - info@versuswm.com - www.versuswm.com
The Company
Versus Wealth Management Sàrl is an independent management entity located in the economic and
financial center of Geneva aimed at customers seeking personal relationships and quality services.
Our goal is to preserve capital and grow wealth. We develop a relationship with our customers based on
trust, transparency, and honesty which goes beyond the normal client/adviser relationship and
guarantees full alignment of interests.
Versus Wealth Management Sàrl offers first-class investment solutions which are personalized to our
clients’ different profiles.
Versus Wealth Management is made up of highly-qualified finance professionals who are committed to
the company and share our values of excellence.
Versus Wealth Management Sàrl is completely independent from banks and agents. We work with a
network of highly-qualified specialists around the world to offer our customers services which go
beyond asset management; establishing a stable, lasting relationship which is personalized for each
case.
Versus Wealth Management Sàrl, complies with the regulations and codes of conduct stipulated by the
competent Swiss authorities:
OAR-G (Organisme d'autoregulation des Gerants de Patrimoine)
FINMA (Swiss Financial Market Supervisory Authority).
Regulations
Versus Wealth Management is a Swiss investment firm which is an OAR-G member, operating under the
supervision of FINMA.
You can find more information at http://www.finma.ch/e/beaufsichtigte/sro/Pages/sro-mitglieder.aspx
and www.oarg.ch
OAR-G (Asset Managers’ Self-Regulatory Organization)
The OAR-G's mission is to contribute to the fight against money laundering in accordance with that set
forth in article 305bis of Swiss Criminal Code (SCC) while also fighting against terrorism as stipulated by
article 260.1 of SCC.
This organization carries out the functions which are inherent to Self-Regulatory Organizations (“SROs")
and stipulated by Federal Law dated October 10, 1997 on the fight against money laundering and
terrorism financing in the financial sector (Anti-Money Laundering Law, AML).
OAR-G proposes that its members undergo continuous training on money laundering prevention
techniques. Financial intermediaries are obligated to oversee the training of their collaborators through
their AML representative (Anti-Money Laundering Law). This training's objective is to guarantee that
every AML representative knows and respects the obligations imposed by the AML and that said person
can inform borrowers about the company.
The Company is regulated by the OAR-G [925] for the fight
against money laundering and to oversee common practices in
asset management, operating under the supervision of FINMA.
4. Company regulated for AML and asset management standard practices by the OAR-G [925] under FINMA supervision
Register under Geneva RC [CH-660-1183013-6] & IEI [213800ECXTXT9B1CZE12]
Versus Wealth Management Sàrl • Rue du Port 8-10 • Case Postale 3628-1211 • Genève 3 • Suisse
Phone. +41 (22) 518 07 57 - info@versuswm.com - www.versuswm.com
Our Values
The business values that guide our actions.
The fundamental principles on which our business is based and which help us in achieving our goal of
becoming a large account management entity are:
Our clients' interests always come first.
Experience tells us that serving our customers well will ensure our own success.
Integrity and honesty: pillars of our success.
Our people hold high ethical standards for everything they do, both in their work with our company and
in their personal lives.
Our Assets:
Our People
We know that without the best professionals, we can't be the best company.
We recruit, train, motivate, and maintain people with different career paths and goals.
We have the best professionals on the market, who are both fully dedicated and committed to their
work.
Our Reputation
Our work's professional quality.
We are dedicated to fully complying with the letter and the spirit of the law, the regulations and the
ethical principles that guide us.
We have an unwavering determination to reach excellence in everything upon which we embark.
Our Customers
We aspire to perfection, stressing effort and innovation in all our endeavors. While at times the old way
can be the best way, we make a constant effort to find the best and most modern investment solutions
for our clients.
We constantly strive to anticipate events in a rapidly-changing industry in order to offer the best
products and services to meet the needs of our clients in the best possible way.
5. Company regulated for AML and asset management standard practices by the OAR-G [925] under FINMA supervision
Register under Geneva RC [CH-660-1183013-6] & IEI [213800ECXTXT9B1CZE12]
Versus Wealth Management Sàrl • Rue du Port 8-10 • Case Postale 3628-1211 • Genève 3 • Suisse
Phone. +41 (22) 518 07 57 - info@versuswm.com - www.versuswm.com
Investing with Versus Wealth Management
A risk-adjusted investment solution
Our first and foremost aim is to preserve your capital and, secondly, increase your wealth.
Customer-centered approach
Our consulting style centers around the customer. We have built our business on our strong
commitment to our principles of always putting the customer's best interests first.
Balanced investment
Versus Wealth Management is a model for alternative investment solutions. Our service is designed for
those investors who want their capital to be managed by industry professionals.
Experience as a value
Our innovative approach starts with bringing together experienced professionals. Our customers can
have access to a management strategy which combines good returns with risk-adjusted management.
Personalized relationships
Our exceptional level of service aligns with the needs of our customers. All clients, without exception,
receive personal attention from a highly-experienced, dedicated team.
An Account Executive takes charge of the relationship between our company and the customer. The
Account Executive shall be your contact to offer you personal, tailored support and make sure you
fully understand our services.
Why Choose Versus Wealth Management?
First and foremost
To add an absolute return fund to your portfolio. We have great, diversified management resources on
different markets.
Transparent investment process
We open you an account in one of our associated entities and link your account to our Portfolio
Management Program with a management agreement and adhesion contract.
With said power, our company will be authorized to administrate and manage your account; however,
it won't be authorized to transfer cash or other financial instruments outside of said account.
Performance-based fees
Our fees are very competitive.
Our commission is based on performance. It is calculated based upon the profit made each month,
taking into consideration the results of all the operations carried out over the last month as related to
the net maximums from previous months.
Personalization for investors
Our Account Executives offer the products which are the best fit for our customers, seeking a high
degree of personalization for their portfolio in accordance with their investment objectives.
6. Company regulated for AML and asset management standard practices by the OAR-G [925] under FINMA supervision
Register under Geneva RC [CH-660-1183013-6] & IEI [213800ECXTXT9B1CZE12]
Versus Wealth Management Sàrl • Rue du Port 8-10 • Case Postale 3628-1211 • Genève 3 • Suisse
Phone. +41 (22) 518 07 57 - info@versuswm.com - www.versuswm.com
Portfolio Management Program
Who should consider investing under our Portfolio Management Program?
Any investor seeking:
A liquid investment with a low correlation to traditional asset classes like stocks and bonds.
Great potential benefits resulting from the exploit of market inefficiencies.
Independence from economic cycles.
Participation in a centralized, sophisticated investment strategy.
How does our Portfolio Management Program work?
Portfolio Diversification
The main premise of any Portfolio Management Program, especially in the long term, is to reach a
balance. Regardless of each person's investment style, a good portfolio should be able to cover the
risks of the more aggressive products with other, more conservative ones. Diversifying the investment
is the best way to achieve this.
In addition to general investment strategies, like variable and fixed income investments, there is a great
variety of products which are also compatible with each other both in terms of risk and investment
term: Investment Funds, Currency Exchange, Real Estate Market, etc. It's not necessary to invest in
everything, but it's good to have options available.
One of the distinctive characteristics of the Currency Exchange Market is that correlations with the
fixed and variable income investment markets are generally low. This means that your account is not
exposed to market changes, therefore active currency management can be a valuable addition to any
portfolio.
What sets our Portfolio Management Program apart?
Access to Many Opportunities
We've broadened the investment opportunities beyond the scope of the traditional limits.
Liquidity
We invest in the most liquid markets and our Program offers daily liquidity. Our customers can interrupt
or cancel their relationship with us at any time.
Flexible Approach
Our approach can quickly adapt to changing economic conditions thanks to the flexibility of our
investment policy.
Diversity of Relevant Factors
A wide range of basic and technical factors related to economic and political matters combine to bring
about opinions on market behavior.
Economic Knowledge is crucial for understanding the effects of international trade, direct foreign
investment, and interest rates; meanwhile, our management strategies also identify tactical
opportunities stemming from risks, feelings, and fluctuations on the capital market.
Management of Risk Adjustment
Extensive research and experience in risk management helps us to give the best, most modern
investment solutions to our customers.
Our risk assessment and management processes and the creation of our portfolio of clients have
allowed us to obtain great returns. Our Portfolio Management Program aims to establish risk and return
levels that meet the needs of each customer.
7. Company regulated for AML and asset management standard practices by the OAR-G [925] under FINMA supervision
Register under Geneva RC [CH-660-1183013-6] & IEI [213800ECXTXT9B1CZE12]
Versus Wealth Management Sàrl • Rue du Port 8-10 • Case Postale 3628-1211 • Genève 3 • Suisse
Phone. +41 (22) 518 07 57 - info@versuswm.com - www.versuswm.com
Driven by the best ideas of our own independent team and the use of our global investment capabilities,
we seek to gain risk-adjusted sources of income which can help our customers reach their investment
objectives.
Dynamic Risk Management
We try to minimize risk by reducing volatility when the first signs of trouble crop up on the markets.
This helps our customers to maintain and increase their assets in a more stable way over time.
Our Portfolio Management Program aims to provide:
A Global Investment Strategy
Adequate Diversification and Risk Management
Forward Vision, Simplicity, and Efficiency
Versus Wealth Management focuses on offering a flexible profile which is evaluated daily for risks. This
gives our customers the ability to benefit from changes in the economic outlook by adopting different
standpoints at different times, which in turn reduces the overall risk of the portfolio.
Contact Us
Versus Wealth Management Sàrl offers fully personalized customer service through our Personal
Account Executives.
Our multi-lingual Account Executives are waiting for you to contact them so that they can answer your
questions and help you to have the best possible customer experience
CONTACT INFORMATION
Our sales department can help you if you are thinking about opening an account.
VERSUS WEALTH MANAGEMENT
Tel: +41 (22) 518 07 57
Via email: info@versuswm.com
Or via the website: www.versuswm.com