Wealth management for large fortunes in Geneva
We support estates with complex needs through management mandates, asset allocation aligned with objectives, and continuous monitoring of exposures and risk.
We offer clients independent asset management, based on methodology, governance and risk control, with continuous oversight of decisions over time.
Nel corso degli anni di attività siamo cresciuti insieme ad i nostri clienti aiutandoli a preservare ed accrescere il loro patrimonio nel tempo per sé e per le loro generazioni future.
We safeguard and enhance the results of your work. We pass them on for your future.
A story built over time, combining tradition, analysis and execution capability, founded on discipline, independence and strategic vision.
Tradition and innovation
We are able to balance the best Swiss tradition of wealth management with the most modern financial analysis technologies. This allows us to create portfolios that are extremely optimised for risk and return.
Analysis and selection
Macroeconomic analysis and product selection are carried out by our Investment Committee, through the study of custodian bank reports and in-house research. This results in a selection of investment instruments and vehicles that allows for an extremely balanced allocation.
Continuity and support
We support the client throughout the entire process. We have the resources and expertise to assist you with any need, from opening an account to creating and managing your portfolio over time.
Two individuals with significant experience in Swiss private banking and asset management, for a direct, discreet, and ongoing relationship.
What does it mean for the customer:
- Direct relationship: Key people follow strategy, implementation, and monitoring in the first person.
- Structured governance: disciplined decisions and risk control throughout the management cycle.
- Operational independence: coordination with the custodian bank and choices guided by objectives and constraints, not by commercial logic.
A graduate in Engineering from the Federico II University of Naples, Enzo di Palma joined the family construction business, where he held the position of Director until 1995. Wishing to give his career a new direction, he dedicated himself to asset management, first in Monte Carlo and then in Geneva. He subsequently became Director of Private Banking at Société Bancaire Privée in Geneva. This experience allowed him to understand the challenges faced by asset managers in developing their businesses. With this knowledge, in 2008 he decided to team up with Gennaro Persico to found Vulcan Assets Management, where he is currently Director.
With over 40 years of experience in the banking sector, particularly in Private Banking in Switzerland, Gennaro Persico has held various positions, including, for several years, that of General Manager at Handelsfinanz Bank, a Swiss banking institution which he left in 2000. Seeking a new professional challenge, in 2003 he joined Banque Cramer & Cie SA in Geneva as a shareholder. In 2007, he decided to dedicate himself entirely to his clients and in particular to wealth management. For this reason, he launched a new project and worked on the creation of Vulcan Assets Management, of which he is now President.
A setup that clearly separates the custodian bank from the management: the client retains custody with their own bank, while Vulcan oversees portfolio strategy, implementation, and monitoring.
Depositary bank monitoring; portfolio management and oversight entrusted to Vulcan.
A single point of contact for setup, implementation, and recurring activities with the custodian.
Monitoring of exposures and disciplined updates based on objectives, constraints and market context.
Let's define your financial goals
A confidential discussion to define objectives, constraints, and operational scope. If we are aligned, we will define the mandate's structure and the next steps.