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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementSionIZ Wealth Management SA
IZ Wealth Management SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

IZ Wealth Management SA is a regulated independent asset manager that provides bespoke financial solutions for institutional and professional clients. Its services focus on discretionary asset management and on connecting clients with third-party providers in areas such as asset consolidation, family governance, wealth and tax planning, real estate property management and art banking.

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Offering

Products & services

Industry:External Asset Management
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IZ Wealth Management SA

✓ Offered7
Discretionary Asset Management
Discretionary asset management for institutional and professional clients, including high-net-worth individuals and family offices, with client-specific solutions focused on asset protection and growth.
Bespoke Wealth Solutions
Bespoke financial solutions tailored to evolving client needs, using various financial instruments and solutions to optimise capital in a complex global financial environment.
Asset Consolidation Referrals
Connections to third-party service providers active in asset consolidation, for clients seeking a consolidated view of investments and assets.
Family Governance Referrals
Connections to third-party service providers active in family governance, for governance-related support around family wealth structures.
Wealth and Tax Planning Referrals
Connections to third-party service providers active in wealth and tax planning, supporting broader financial and succession-related planning needs.
Real Estate Property Management Referrals
Connections to third-party service providers active in real estate property management, as part of a broader wealth-service network.
Arts Banking Referrals
Connections to third-party service providers active in arts banking, for clients needing specialised services related to art assets.
Trust & reputation

ranQ Trust Score of IZ Wealth Management SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

IZ Wealth Management SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
IZ Wealth Management SA scores 76.6 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.79.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
IZ Wealth Management SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
IZ Wealth Management SA scores 2.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.2.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

IZ Wealth Management SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Secure profile

Location

Passage de la Matze 6B
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-403.051.378
Founded
2018 · 8 years
Last commercial register change
December 16, 2025
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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