Get Clay Free →

Maria Roumy

Founder & Director @ WM Capital SA - Bespoke Wealth Management - Assisting Global Clients with their Investment Needs

Maria Roumy is an experienced professional in the finance industry, specializing in private wealth management, investment strategy, and financing.

With a diverse international background, Maria offers a unique perspective to wealth management and client relationships, particularly within the high net worth and ultra high net worth segments.

Maria excels in advising clients on bespoke wealth and investment solutions, exceeding goals, and fostering long-term client relationships that span multiple generations.

She has a strong network and collaborates effectively with various stakeholders in highly matrixed organizations to provide top-notch financial advice and solutions.

Maria holds a BSBA from the International University of Monaco and has pursued additional studies at the University of Miami and IUT Lyon 1.

Currently, Maria is the Founder & Director at WM Capital SA and has previously held key positions at Residence Domitia SA, A&M Global Family Office SA, Societe Generale Private Banking, BSI Bank, Merrill Lynch, and Credit Foncier Monaco.

For more information or inquiries, she can be contacted via email at maria@wmcapital.ch or through the website wmcapital.ch.