Who are we ?
AWAP Circle
Independent Services Community,
with an innovative model,
composed of independent asset managers
architects-assemblers
who rely on trusted partners,
in order to offer security and performance to its customers
AT AWAP, WE SHARE THE SAME VALUES
INDEPENDENCE
TRUST
INNOVATION
RISK MANAGEMENT
IT SECURITY
60
Independent managers
28
Management companies
4
Assets under management (BN/CHF)
36
Companies in the financial sphere
11 years
Existence and expertise
By independent managers, for independent managers
Anne-Sophie Tourrette
André Barahona
German Grunauer
(Videos soon available in English)
2011
Three assets managers,
Mount-Invest, AdvisorOne and GGD Private Wealth joined forces to create the first pillar of the community
2013
The FinSA / FinIA texts lead to further thinking. Creation of the first packages
2014
Creation of the Tuesday Investment Meeting
(TIM)
2017
New offices
in the prestigious
address:
Rue du Mont-Blanc 4
Opening of the 1st
co-working
space for Independent
Asset Managers (IAM)
28 members
60 IAM’s
2019
Strong expansion:
26 members including
16 IAM companies
and 28 managers
Creation of the EcoGLAM intranet network
2020
New visual identity,
new website, strengthening of our service offering
25
member companies
30 IAM’s
Creation of AWAP CIO
2021-2023
Goal:
100 members by FINMA 2022 deadline.
Compliance met for all our members