Wealth Management Services Group (WMS)

WMS INFO:

The Wealth Management Services Group ('WMS') based in Zug,
 Switzerland, is a global investment adviser for
 individuals and private groups who wish to grow and
sustain wealth through a dynamic and distributed set of
 investment vehicles. We provide as little or as much
guidance and involvement as an investor requires, but
always want their involvement and commitment so that they
 may become better investors themselves.

('WMS') has been active and growing in global investment
 markets for over 17 years. We provide a full range of
investment consulting, plus related trading advice and
transaction engagement.
Many of our clients are small or mid-size companies and
are usually involved in one or more stages of business
transitions.
('WMS') guide them through these and then on to growth
for all the stages of private equity investment.
If, eventually, they move on to consider a full initial
public offering (IPO), we will ready them for a merger,
 acquisition, or public sale, as required.

('WMS') also, however, cater to private retail investors
who simply wish to improve their net worth.

For those starting out with ('WMS'), we always stress the
 need to invest in a place where you understand the
business and the market. This is not just our approach;
 famous investors such as Warren Buffett and Jim Rogers
 started in this way and still encourage others to follow
 this pattern.

If your immediate sector is not suitable for investment
 right now, then we will guide you to another and help you
 learn enough about it. In the end, you will obtain the
knowledge and skill to make individual investments and
achieve the balance needed for real wealth creation.

('WMS') realise that you are unlikely to have the time to
 even scan all the global financial data around, or even
 that from your chosen sector; this is why we offer you
digests and training to speed things up. Our role is to
start you on these paths, provide you with investment
tools, and constantly update your view of global and local
 markets.

('WMS') grew from a small family run brokerage house to
being very closely involved in the sourcing and direct
funding we require to make these transitions possible.

('WMS') also act as a premier private equity firm when
('WMS') invite private individuals and corporate investors
 to join in our funds. From there, we then use our funds
as part of our capital-raising. ('WMS') leverage the rest as acquisition debt, and this enables our clients to see
the step change in their business, now it is funded to
fruition.

('WMS') is best described as a boutique investment
partnership in that it operates across the private equity
markets of Europe and beyond. “Private equity” is the
clearest explanation of what we do and defines the asset
classes we share. They are not publicly quoted and
therefore cannot be traded on any stock exchange.

('WMS') doesnt just use its own private equity investment
 sources; it also offers, if appropriate, the chance for
new investors to become involved in our IPOs and mergers
and acquisitions (M&A) business. Once they see the succes
s of some of our companies, which they already know, they
 often start looking at further businesses for themselves.

Any of these funds that become interesting for our newer
 members will also help ('WMS') spread its risks and allow
whole new tranches of investors to join our exciting
investment business.