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Wake Asset Management S.A. (Geneva)


Wake Asset Management S.A. is a large advisory firm based in Geneva. It manages $225 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007.

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Wake Asset Management provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wake Asset Management: assets under management

The assets under management (AUM) of Wake Asset Management S.A. is $225 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $225 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wake Asset Management S.A. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Geneva

The principal office where Wake Asset Management S.A. performs its advisory services is located at Rue Du Mont Blanc 3, Geneva, 1201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 0041-22-317-7800 or by fax 0041-22-317-7809. The normal business hours are 08:00 am - 07:00 pm on Monday - Friday. You can find more information about the New York firm at www.wakeam.com.


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