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DirectoryFinance & InsuranceExternal Asset ManagementUetikon Am SeeSwiss Wealth Solutions AG
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Swiss Wealth Solutions AG

Summary

About the company

Swiss Wealth Solutions AG is an independent financial services firm offering wealth management and asset‑management services. Its services include discretionary mandates, advisory, trading and consulting, and it coordinates custody and trade execution with banking partners.

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Offering

Products & services

Industry:External Asset Management
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Financial Services
✓ Offered4
Discretionary asset management
Discretionary asset management mandate, holistic analysis of financial circumstances, risk framework alignment, asset allocation, portfolio monitoring and re-positioning with a long-term growth perspective.
Financial consulting
Financial consulting for structuring and systems, strategy-to-integration project support, analysis, design and development for national and multinational projects and programs.
Trading solutions
Trading solutions with external partners, order routing access, trading-floor access and up-to-date financial reports with execution support.
Wealth management services
Wealth management services with custody through Swiss banking partners, partner network access, security, sustainability and growth for entrusted assets.

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Location

Alte Bergstrasse 31
8707 Uetikon Am See

At a glance

Legal form
Corporation
UID
CHE-276.655.080
Founded
2022 · 4 years
Last commercial register change
February 7, 2025
Employees
1 to 10

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