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DirectoryFinance & InsuranceExternal Asset ManagementZurichCAT Wealth Management AG
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CAT Wealth Management AG

Summary

About the company

The core activity of CAT Wealth Management AG is wealth management and consulting for private and institutional clients as well as foundations. This includes the creation of individual investment strategies, portfolio management, risk and return management, as well as the provision of solutions for wealth planning and protection. The company combines traditional Swiss private banking philosophy with modern portfolio management technology.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management and investment advisory for private and institutional clients and foundations, with an individually defined investment strategy, a systematic investment process and ongoing monitoring.
Active advisory
Active management and advisory with a market news chat, access to research and trading ideas, active selection, execution and tactical as well as strategic asset allocation.
Wealth planning
Financial planning and optimisation, retirement planning, tax planning and estate planning; complemented by structuring and trust services.
Asset protection
Swiss custodial banks, investor and bank deposit protection, and setup of a secure client arrangement to secure the assets.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

December 21, 2023Media
CAT Financial Products expandiert nach Lugano | People | Aktuell
investrends.ch

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Location

Tessinerplatz 7
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-368.435.335
Founded
2016 · 10 years
Last commercial register change
December 11, 2025
Employees
11 to 20

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