An Independent Family Office Providing Holistic Financial Experiences

Our Approach

It is of utmost importance to be fully aligned with our clients’ goals.

Working hand in hand with our clientele, Swiss Wealth Management advisors are attentive to each clients’ financial wishes. We approach every portfolio with unique and strategic partnerships for a holistic, financial outlook using our global connections and networks. As an independent family office, we are dedicated to the creation and design of hand-crafted solutions and investments for every client. Our uniqueness stems from the passion for delivering clients with unbiased financial advice. It is with our pleasure to guide every individual towards a state of freedom through meeting each personal and financial goal.

Our Values

We plan for tomorrow so you can plan for today.

Our client network is our most valuable asset. Swiss Wealth Management financial advisors take the time to learn about your individual financial aspirations to provide the highest-level of tailored advice. Swiss Wealth Management professionals are dedicated to our clientele, meticulously managing the placement and active movement of their wealth.

We give clients the independent freedom to choose their financial course.

It is our objective to deliver exclusive, strategic solutions to match the vision of our clients. Our ethos and values are expressed through our ability to relate to the individual, encouraging strategic moves for your unique family growth. We work side by side with you to recognise your values and put forth a plan of action for building your family name.

Our financial experts have years of experience in creating sophisticated strategies to grow your wealth.

Becoming our client enables you to have a trusted advisor for building your family’s wealth and success over the coming generations. Our advisors come from various corners of the globe, bringing a sophisticated point of view to every financial action. Experienced in working with international clients, our financial advisors are always available for the individual needs of our families.


Please Contact Us

To learn more about our specialties or become our client, please contact us via mail or call our office to speak with a representative.

Our office is located at Thurgauestrasse 117, 8152 Zurich, Switzerland.

+41 4 45 86 18 35

Copyright © 2023. All rights reserved.

This website uses Cookies to help us to provide you with a better experience when you browse our website. To view our Cookies Policy, together with our Privacy Policy, please click here.