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DirectoryFinance & InsuranceExternal Asset ManagementZurichQ WEALTH AG
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Q WEALTH AG

Summary

About the company

Q WEALTH AG provides asset management and financial advisory services, including portfolio management, wealth planning, risk management and client advisory. The firm is part of the Quadris Group and operates under FINMA regulation.

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Products & services

Industry:External Asset Management
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Portfolio Management
We construct and manage diversified portfolios tailored to each client’s objectives, risk profile, and time horizon; open-architecture selection across global equities, fixed income, and alternative investments.
Wealth Planning
Comprehensive wealth planning covering retirement structuring, tax efficiency, estate planning, and intergenerational wealth transfer, coordinated for cross-border family and business situations.
Risk Management
Risk assessment and ongoing management across concentration, currency exposure, liquidity, counterparty quality, and drawdown potential, including stress testing and scenario analysis.
Client Advisory
Direct advisory support on investments, strategic planning, liquidity events, relocation, and independent second opinions, with continuity of relationship over time.

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Location

Hier entsteht die Karte
Talacker 21
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-179.619.973
Founded
2024 · 2 years
Last commercial register change
June 4, 2026
Employees
1 to 10

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