About Us

APMI is a Swiss company headquartered at Geneva, specializing in wealth management, investment advisory, and portfolio management. Our seasoned investment professionals deliver a bespoke, boutique experience, crafting tailored strategies for both Swiss and international clients.

Guided by independence, we ensure your assets are managed exclusively in your best interest.

We offer financial services for the investment and administration of assets on behalf of third parties, delivered through discretionary asset management, tailored investment advice, or the execution and transmission of orders for financial instruments.

APMI operates with full independence, considering a broad range of financial instruments available in the market and refraining from limiting its offering to proprietary products.

Driven by ambition and a commitment to excellence, we unite the strengths of our specialists to deliver exceptional results. Every client benefits from a collaborative approach and privileged access to a network of trusted, hand-selected experts.

EXPERTISE AT YOUR SERVICE

Tailored Strategies
for Lasting Prosperity

At APMI, we aim to help clients safeguard and enhance their wealth by harmonizing growth with security. Our specialists conduct an in-depth analysis of individual needs and family objectives to create tailored strategies for sustainable wealth management and prudent investment choices.

REGULATORY FRAMEWORK

APMI is duly authorized by the Swiss Financial Market Supervisory Authority (FINMA).

We are affiliated with the Supervisory Body of AOOS in accordance with the Financial Institutions Act (LEFin) and the Financial Market Supervision Act (LFINMA).

APMI actively supports industry standards, investor protection, and the integrity of the sector.

To ensure fair and transparent dispute resolution, APMI is registered with Ombud Finance Switzerland (OFS) under Article 77 of LSFin and Article 16 of LEFin.

 

Why APMI?

As a Swiss financial institution, APMI combines the stability and confidentiality of Switzerland’s financial tradition with innovative solutions tailored to your unique circumstances.

Our commitment is to deliver peace of mind through uncompromising professionalism and personalized care.

Boutique advisory for
Swiss and international families
and entrepreneurs