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Addvision Partners
Amedeo Serra and John Burke established Addvision Partners in 2004. Both had directed private banking units at Lombard Odier immediately prior to the launch.
Addvision Partners
Amedeo Serra and John Burke established Addvision Partners in 2004. Both had directed private banking units at Lombard Odier immediately prior to the launch. Serra previously held managing director responsibilities at Lazard Wealth Management and co-directed Goldman Sachs' London private banking office. The firm delivers asset allocation, portfolio management and client relationship services across direct co-investments, SPVs and fund-of-funds mandates. Operations remain confined to Europe with headquarters in Geneva and additional offices in London and Milan. All decisions follow an independent, conflict-free model regulated by FINMA. The two founders retain 100 percent ownership. A stable partner group has been added since inception, including Stefano Lupi, Matteo Tondato, Andrea Bodini, Paolo Zella, Marco Altherr and Andrea Nessi. No AUM figure has been published and no investment holdings have been disclosed publicly.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
5 cours de Rive 1204 Genève Suisse
Additional offices
London, United Kingdom · Milan, Italy
Principals
Amedeo Serra
Managing Partner
John Burke
Managing Partner
Altss tracks 6 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Addvision Partners?
Amedeo Serra leads asset allocation and portfolio management. John Burke oversees financial engineering, legal and compliance. Both serve as managing partners and owners.
Is Addvision Partners structured as a single family office or multi-family office?
Addvision Partners operates as a multi-family office. It advises multiple entrepreneurial and multigenerational European families rather than a single family.
Does Addvision Partners participate in fund commitments or only direct deals?
The firm executes both direct co-investments through SPVs and commitments to external funds. No specific fund names or co-investors have been disclosed.
Where does Addvision Partners maintain offices?
Headquarters are at 5 cours de Rive in Geneva. Additional offices operate in London and Milan.
How is Addvision Partners regulated?
Addvision Wealth Management SA is supervised and regulated by FINMA, the Swiss Financial Market Supervisory Authority.
What is the ownership structure of Addvision Partners?
Amedeo Serra and John Burke own 100 percent of the firm. No external investors or family principals hold equity.
Which professional networks does Addvision Partners belong to?
The firm is a member of the Swiss Association of Asset Managers. Serra holds an MBA from Harvard Business School and Burke holds an MBA from INSEAD.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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