Manage your investments with peace of mind
World Deal Advisors is your independent partner: it reduces commissions, offers you transparency and protection, keeping your capital where it already is, in your trusted bank.
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Significantly Reduced Commissions
Thanks to our neutral role between you and the bank, you avoid additional costs, with no entry fees or hidden distribution commissions, as often happens with traditional bank funds.
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No Need to Move Funds
You continue to operate from your current account, without complications or additional procedures: MyWDA integrates and works wherever you want.
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Maximum Transparency and Total Control
You receive detailed, easy-to-read reports on costs and performance. There are no hidden fees: our approach complies with the transparency principle established by regulations.
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Total Alignment with Your Goals
Our compensation is tied to your success: when your capital grows, we grow too. No conflict of interest, just one shared goal—to help your wealth prosper.
Discover the Benefits of Our Consultancy!
Without WDA
- Conflicts of interest: the bank earns more when financial instruments earn fees, not when you are protected
- Visible and hidden fees remain high. By using the bank directly, you pay explicit management fees that are often disguised.
With WDA
- Immediate integration with your bank: no need to change accounts or move funds. MyWDA connects to and operates through your existing account.
- Zero conflicts of interest: MyWDA works solely for you, with a single objective—to maximize your returns.
- Keep your current bank, but cut total fees: transparent management, no entry/exit fees and monitoring of implicit costs.
About Us
MyWDA is an independent Swiss company with over 30 years of experience in wealth advisory. We support clients in managing their investments, optimising costs without moving funds from their bank. Our sole objective: to protect and grow your capital, with transparency and competence.
What They Say About Us
Here is what our valued clients think about our services.
"Nicola is a respectful, precise and jovial person. We have had an excellent professional collaboration with him for a long time. I recommend Nicola as an independent consultant with solid experience as a family officer, always ready to listen to clients, both private and institutional, and accompany them in achieving their goals."
Federico Costalonga
"Nicola ho avuto modo di conoscerlo ad un corso di formazione qualche anno fa e mi ha colpito la sua proattività e il suo modo simpatico di coinvolgere persone a lui sconosciute, tipo me fino ad allora, facendoci sentire parte di una squadra. Molto preparato e carismatico, un imprenditore con una spiccata intelligenza emotiva e senso di umanità."
Gemma De Filippis
''Nicola is a reliable and very knowledgeable person. He was extremely professional and helpful in his advice, putting the client's interests first."
Andrea Tornelli
Our Services
Asset Consultancy
We offer comprehensive wealth analysis and savings advice for individuals and families to optimise individual finances. For companies, we also support corporate treasury management, improving cash flow, liquidity and sustainability.
Family Office Services
You will have the opportunity to speak directly with a member of our team, who will explain all the services you can access.
Open your bank account in Switzerland
We guide you through the entire process of activating your bank account—personal or corporate—providing qualified support in document preparation, in choosing the most suitable institution, and in dealing with the banks.
Do you have any questions? We are here for you!
Book a free consultation now and discover how MyWDA can help you achieve your goals.
Our Clients’ Banks
