Wealth management in Switzerland
Holistic management of substantial wealth: investments, retirement planning, tax, real estate and succession from a single source.
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Frequently asked questions: Wealth Management
What is the difference between wealth management and asset management?
Asset management focuses on investing your securities portfolio. Wealth management is broader and also covers financial and retirement planning, tax matters, financing and succession.
Who is wealth management suitable for?
Wealth management suits private individuals, entrepreneurs and families with substantial or complex wealth who want planning for retirement, tax and succession as well as investment management.
Who offers wealth management?
Both banks and independent firms offer wealth management. In the directory, you can see each firm's supervision, minimum investment, the client segments it serves and the custodian banks it works with.