V3 is a Private Office, offering a modern take on wealth management.
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V3 grew out of a vision to put your needs as a client right at the heart of the business. Our independent service is built on integrity and an ability to listen. Our willingness to disrupt the status quo means we are constantly negotiating better conditions for our clients and finding better ways to do business. Above all, we deliver the personal service that is difficult to find elsewhere.
Luca’s 25 years spent in financial services led him to question whether traditional wealth managers were truly capable of delivering independent guidance that addressed all the needs of a high-value client.
Within V3, Luca is determined to challenge these time-honoured business models. He promotes a culture of creativity and collaboration, encouraging the team to harness V3’s independent structure to find solutions that are the perfect fit for clients. The result is an organisation that thrives on delivering a positive experience for clients and where employees are passionate about drawing complexity out of financial affairs.
Over the course of his career, Luca has worked at many established financial institutions including BSI AG, Merrill Lynch International and Tullett & Tokyo Securities Ltd. At V3, he leverages his banking and investment experience to provide valued advice and oversight to clients’ existing wealth management. His mission is to ensure that the strategic vision of V3 remains steadfast; to provide clients with a clearer wealth view and a defined plan to achieve their financial goals.
Languages: English, French and Italian
To complement the skills and experience of the V3 team, we have established an advisory board of global experts. Each member of the board brings a distinct outlook, flavoured by knowledge of a particular country, market or sector specialism. The board exists to provide you with inspiration and ideas, access to an extensive global network of opportunities and strategic counsel.
With deep expertise of the art world, Morgan is perfectly positioned to help our clients harness their creative passions and investment needs. As an Advisory Board Member, she works in close consultation with the V3 team to support our delivery of art advisory services to individuals and families.
Morgan personally advises top art collectors from Europe, USA, the Middle East, Latin America and China. After starting her career at Child’s Gallery in Boston, Morgan spent two years at Artnet in the UK and Switzerland, before joining The Fine Art Group. As Senior Director of The Fine Art Group, Morgan is responsible for overseeing the due diligence on all purchases and sales for the company. As a recognised leading expert, Morgan is frequently asked to comment on the art market by press, such as The Financial Times, Bloomberg, Artsy, The Art Newspaper and The New York Times.
Leveraging her academic background in Old Masters at the world renowned Courtauld Institute of Art in London and more than 15 years’ experience working in the Contemporary art market, Morgan provides expert advice and guidance to V3’s team in all aspects of our clients’ art needs, whether buying or selling, collecting or investing. She believes passionately in our philosophy that wealth is about more than investment needs, but about the full spectrum of requirements, passions and interests which influence an individual’s decision-making.
As an expert in providing private clients with complex structuring and tax solutions, Dharshi knows just how important the big picture and minutiae are when it comes to delivering advice designed to stand the test of time. At V3, she supports our philosophy of planning for tomorrow, which we place at the very centre of our client solutions and strategies.
Thanks to her extensive international experience and in-depth knowledge, Dharshi is qualified to expertly advise UHNW clients on the cornerstones of wealth preservation and protection, including wealth holding structures, business succession and asset protection structures.
Dharshi began her career over 20 years ago in New Zealand, before moving to Switzerland where she specialised in tax and wealth planning at Baker McKenzie. She later joined Credit Suisse’s wealth planning team, where she became Director of wealth planning and complex structuring. Now, as a senior partner at Anaford, heading the firm’s international trust and New Zealand tax practice, Dharshi advises multinational clients on private wealth structuring, taxation and trusts.
With more than 20 years of experience specialising in residential property for private clients, Alex understands the values of quality service, discretion and integrity which we hold dear at V3.
Having started his career at a boutique central London agency before joining John D. Wood, Alex then joined Knight Frank in 2005 to set up their new lettings agency in Mayfair. Since then, he has played a fundamental role evolving the firm’s real estate services to become a globally renowned property consultancy for private clients.
His extensive experience includes three years leading the expansion of the International Residential Team’s network across Europe and the Caribbean and six years facilitating sales on multi-million dollar properties in central and Southern Europe. Under Alex’s guidance, Knight Frank’s expertise of the Swiss market has grown to a network distributed throughout the country with 13 locations.
Alex’s unique understanding of international clients makes him perfectly positioned to support us in the delivery of real estate advisory services to our network.
William is a Senior Intelligence & Security Advisor for V3. His approach to managing security shares many similarities with our philosophy of managing wealth: it is holistic, detail-focused and carried out with a complete understanding of the context and variables that will affect outcomes.
As a member of our Advisory Board, William supports us to create tailored, reliable security and protection solutions for our clients. He has extensive operational experience worldwide in intelligence-led investigations, close protection, personal protection, covert surveillance and counter surveillance.
William places the utmost importance in conserving and respecting privacy and security for wealthy individuals and families. This makes him perfectly positioned to support our clients, who not only place importance on achieving their investment goals but also protecting their personal and economic well-being.