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Maria Roumy

Global Financial Officer, Senior Partner

Specialism: Private Investment Offices Multi-family office

Company: WM Capital

Location: Geneva, Switzerland

Citywealth rating

3.75
Average: 3.8 (2 votes)
Fee Level:
3
Average: 3 (2 votes)
Quality of Advice
4
Average: 4 (2 votes)
Communications Skills
4
Average: 4 (2 votes)
Interpersonal Skills
4
Average: 4 (2 votes)
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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

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Maria Roumy established WM Capital SA in 2019, a boutique Geneva-based Family Office dedicated to high net worth families. She is resolutely committed to protecting and growing clients’ capital and generating a secure and regular income from their financial assets. Maria began her career in private banking, with positions at Merril Lynch, Banca Svizzera Italiana, Credit Agricole; and also at Société Générale Private Banking where she was instrumental in developing the Middle East desk within the bank’s Monaco office. As a French national, with Lebanese heritage, Maria has an outward, international perspective. Maria is fluent in French, English and Arabic.

2017 

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Rue du Cendrier 17
CH 1201, Geneva
Switzerland

https://www.wmcapital.ch/

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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

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

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