We congratulate Francis Verset to his new responsibilities as conducting officer with AWM.
WHAT IS MIFID II?
MiFID II is the revised Markets in Financial Instruments Directive that will apply as of 3 January 2018. It reinforces current legislation by strengthening investor protection and transparency.
WHY MIFID II?
Improved information • You will receive precise information about the services and financial instruments offered so that you can take informed investment decisions • All investment advice service will come with a suitability report of your portfolio with respect to your retained investment strategy and risk profile.
More transparency • News and simplified tariffs applicable • Receive additional periodical
Carsten holds the license in conducting a PSF company since 2001 and approved by the financial regulator (“CSSF”) in January 2018 for his position in AWM. Carsten is in charge of the Compliance and Internal Audit as a director and acts also as the Risk Manager of the Company.
Carsten has more than 30 years of experience in Trading gained from several locations and companies across Europe, several years in Private Banking and Wealth Management in banks, and more than five years’ experience in Risk management, Compliance and Administration for Asset
We welcome Francis Verset to the AWM team.
He has for the past 24 years dedicated himself to service of private clients and joins AWM as senior wealth manager.
Francis Verset origins from Antwerp and is the sixth generation of stockbrokers in his family. As he put it: “The wealth management business model, is in terms of customer support very close to that of my ancestor stockbrokers. There is however one fundamental difference of added client security – assets are deposited with a bank. Thus separating the management and the custodian functions to
We are happy to welcome Olivier Assa and Alexis Iche
They will add strong resources to our client base as well as their experience helping us capture the opportunities in the fast changing business environment of the finance industry.
Both gentlemen have their family in Geneva, but is expected to be in the office on a monthly basis.
Alexis is educated at INSEAD and brings 15 years of hands-on experience in the fields of investment and corporate finance, acquired in London, Madrid and Geneva. Alexis focuses on advising entrepreneurial firms and family offices
Dear clients and business partners,
With effect from 11 September, Origo S.A. and Almagest S.A. have merged with Almagest S.A. as the continuing entity.
Almagest Wealth Management S.A. is also trading under the name of AWM S.A. We will use AWM S.A. in Scandinavia, UK, Germany and Holland.
The joint company will be adding to the offering to clients while at the same time expanding the geographical reach. The joint company has a staff of 10 and about 175m EUR in assets under management and growing strongly, 5 different investment funds will be
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