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Maria Roumy

Global Financial Officer, Senior Partner

Specialism: Private Investment Offices Multi-family office

Company: WM Capital

Location: Geneva, Switzerland

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Citywealth rating

4.7
Average: 4.7 (15 votes)
Fee Level:
4.4
Average: 4.4 (15 votes)
Quality of Advice
4.733335
Average: 4.7 (15 votes)
Communications Skills
4.8
Average: 4.8 (15 votes)
Interpersonal Skills
4.866665
Average: 4.9 (15 votes)
Leave a star rating & review
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Institutional client review:

Maria is very competent and has deep knowledge in her field. She is a dedicated professional with an open-minded approach and can always provide great support. Strongly recommended.

Davide R. Melone    Ashenden Finance SA   
30 Mar 2020

Peer review:

Maria is on the pulse, hard working, transparent and highly professional. Love working with her.

29 Mar 2020

Institutional client review:

Maria is a very competent and professional person. We always enjoy working with her and her team.

christophe nadal    MIMCO Capital   
28 Mar 2020

Institutional client review:

An exceptional professional with rare insight and skills applied to the needs of her clients .

28 Mar 2020

Institutional client review:

Great business woman.

Christophe Coutteau    Mimco Capital   
28 Mar 2020

Peer review:

I have known Maria for 3 years. Maria started exploring ways of harnessing the power of artificial intelligence to improve her business and give her clients a faster and more reliable data-driven model. Maria is ahead of the curve and very detailed when it comes to the personalization of the product that she wants for her individual clients. She has always been hard-working and a pleasure to be around. I highly recommend her for her dynamic thinking, caring and wanting to do more for others.

Giacomo Bonavera    TA Ventures   
27 Mar 2020

Private client review:

Excellent all rounder.

27 Mar 2020

Private client review:

Exceptionally impressive and efficient individual

Daniel Gilbert    Coinweb   
27 Mar 2020

Peer review:

I have the pleasure of currently working with Maria, who is for me a knowledgeable and skilled professional in all aspects of the discipline of wealth management. Maria Roumy has demonstrated not only the ability to respond and adapt quickly to market changes, but also strong work ethics, which are beyond any doubt strong sources of competitive advantage in the finance sector.

27 Mar 2020

Private client review:

Super intelligent, very approachable, very good at her job...

27 Mar 2020

Institutional client review:

Best in class service & wealth management

27 Mar 2020

Private client review:

Maria Roumy is an excellent advisor and professional. She is extremely efficient and skilled. It is a pleasure to do business with her.

27 Mar 2020

Peer review:

Maria is a brilliant professional with exceptional human qualities. She is always available to help and share her knowledge. She has a deep knowledge about all matters related to banking and investments.

27 Mar 2020

Peer review:

Maria is very professional and I strongly recommend her services!

Jeff Cohen    HARVEST Capital   
27 Mar 2020

Private client review:

I was introduced to Maria just over 4 years ago and we have worked closely together since then, and I find her commitment and dedication to her clients inspirational. She has introduced some innovative ideas to maximise income, whilst growing the value of my investments. She is always there for her clients, and is contactable at all times to discuss new suggestions and ideas. We have built a personal relationship which I value greatly, and cannot stress the depth of her knowledge and expertise. I know that with Maria looking after my investments, I am in good hands.

03 Jul 2018

Leave a review
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Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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2017 

Maria Roumy currently has no Citywealth award

Maria Roumy currently has not indicated their average client size

Maria Roumy currently has not indicated if they have a fixed fee offering

WM Capital

Maria Roumy currently has no contact details

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Institutional client review:

Maria is very competent and has deep knowledge in her field. She is a dedicated professional with an open-minded approach and can always provide great support. Strongly recommended.

Davide R. Melone    Ashenden Finance SA   
30 Mar 2020

Peer review:

Maria is on the pulse, hard working, transparent and highly professional. Love working with her.

29 Mar 2020

Institutional client review:

Maria is a very competent and professional person. We always enjoy working with her and her team.

christophe nadal    MIMCO Capital   
28 Mar 2020

Institutional client review:

An exceptional professional with rare insight and skills applied to the needs of her clients .

28 Mar 2020

Institutional client review:

Great business woman.

Christophe Coutteau    Mimco Capital   
28 Mar 2020

Peer review:

I have known Maria for 3 years. Maria started exploring ways of harnessing the power of artificial intelligence to improve her business and give her clients a faster and more reliable data-driven model. Maria is ahead of the curve and very detailed when it comes to the personalization of the product that she wants for her individual clients. She has always been hard-working and a pleasure to be around. I highly recommend her for her dynamic thinking, caring and wanting to do more for others.

Giacomo Bonavera    TA Ventures   
27 Mar 2020

Private client review:

Excellent all rounder.

27 Mar 2020

Private client review:

Exceptionally impressive and efficient individual

Daniel Gilbert    Coinweb   
27 Mar 2020

Peer review:

I have the pleasure of currently working with Maria, who is for me a knowledgeable and skilled professional in all aspects of the discipline of wealth management. Maria Roumy has demonstrated not only the ability to respond and adapt quickly to market changes, but also strong work ethics, which are beyond any doubt strong sources of competitive advantage in the finance sector.

27 Mar 2020

Private client review:

Super intelligent, very approachable, very good at her job...

27 Mar 2020

Institutional client review:

Best in class service & wealth management

27 Mar 2020

Private client review:

Maria Roumy is an excellent advisor and professional. She is extremely efficient and skilled. It is a pleasure to do business with her.

27 Mar 2020

Peer review:

Maria is a brilliant professional with exceptional human qualities. She is always available to help and share her knowledge. She has a deep knowledge about all matters related to banking and investments.

27 Mar 2020

Peer review:

Maria is very professional and I strongly recommend her services!

Jeff Cohen    HARVEST Capital   
27 Mar 2020

Private client review:

I was introduced to Maria just over 4 years ago and we have worked closely together since then, and I find her commitment and dedication to her clients inspirational. She has introduced some innovative ideas to maximise income, whilst growing the value of my investments. She is always there for her clients, and is contactable at all times to discuss new suggestions and ideas. We have built a personal relationship which I value greatly, and cannot stress the depth of her knowledge and expertise. I know that with Maria looking after my investments, I am in good hands.

03 Jul 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Maria Roumy currently has no reviews

Maria Roumy currently has no case studies