Swiss firm Wealth Solutions Partners has announced the launch of a new fund selection service, the OpenList Service, that targets Switzerland-based independent wealth managers.
OpenList Service consists of a selection of Ucits and Switzerland-domiciled funds relying on WSP due diligence process that includes quantitative, qualitative and risk management analysis.
All asset classes are covered and the independent wealth managers can have access to the firm’s summary analyst reports on every fund in its buy list with news and update available.
WSP said it ambitions to have “sizeable portion of the independent wealth management population in Switzerland subscribing to this free service before the end of the year.”
The company was founded in July 2016 by Hervé Croset and Antonio Carballo, later joined by Philippe Darbellay. Last August, WSP was selected by Geneva-based Banque Syz for the establishment of Syz’s long-only fund selection list, serving the bank’s advisory and discretionary divisions.