Wealth Management Zürich
your personal investment specialists
about
wmz
WMZ Group is a financial services provider that has been offering a comprehensive range of services since 2020. As a client, you can benefit from the modular structure of our services, which allows you to customise and select the service modules that meet your individual needs.
Our team at WMZ is committed to supporting you in all aspects of your wealth management. With over 20 years of experience in wealth management and banking, we understand the challenges facing the investment sector today.
Our dedicated personal advisors are your single point of contact and take care of all your concerns.
Wealth Management Zurich Ltd has been a FINMA-licensed manager of collective assets since April 2023. This licence from the Swiss Financial Market Supervisory Authority allows us to offer a wide range of wealth management services for private and institutional clients.
our
offer
individual
asset management
Wealth Management Zurich Ltd offers its private banking clients traditional discretionary asset management mandates. Depending on your personal risk tolerance, you can choose between the following standard discretionary investment strategies (available in CHF, EUR and USD)
our
investment strategies
individual mandate
With the WMZ Individual Mandate, WMZ offers its clients a more individual investment solution. This special investment strategy can be tailored specifically to your individual needs and expectations.
For our autonomous investors, WMZ additionally offers the WMZ Execution Only
mandate. You retain responsibility for your investment decisions and profit
benefit from the more favourable conditions offered by the custodian banks.
institutional
asset management
Wealth Management Zürich AG, a FINMA-licensed manager of collective assets, specialises in the provision of asset management services, in particular the establishment and management of investment funds and structured products.
investment funds
Wealth Management Zurich Ltd offers a wide range of comprehensive services to help clients establish regulated investment funds. Our ecosystem, network and modular structure enable us to assist you with fund structuring, legal and regulatory compliance, investment management and ongoing administration and reporting. Our team of experienced professionals works with you every step of the way to ensure that investment funds are launched in compliance with all regulatory requirements and investment objectives.
structured products
Making assets and investment strategies bankable through actively managed certificates (AMC),
Making tracker certificates or credit linked notes (CLN) bankable has never been easier. Our setup allows us to securitise
securitise almost any type of investment strategy and underlying asset, from listed equities, bonds, derivatives,
equities, bonds, derivatives, private equity, venture capital, commodities or personal loans to real estate, digital assets and even art.
WMZ Group, in collaboration with Digital Waves and GenTwo, enables the end-to-end management of all
types of structured products. Our group offers a customisable white-label platform for designing,
structuring and marketing any product according to your goals and requirements. We support you in the
creation, issuance and, if required, marketing and distribution of investment products. Assets
Management Zürich AG is the product manager for the asset management of the
structured products.
why
wmz
flexibel
The modular structure enables a very flexible cooperation between you and the WMZ Group. You only choose the services that you really need.
transparent
Our services are characterised by decisive features such as cost transparency, efficiency and planning reliability.
efficient
If you choose the WMZ Group as your trusted partner, you can significantly increase the time available for more important tasks.
independent
You remain independent and free throughout the life cycle of all our services.
personal
Your personal customer advisor will take care of any questions or concerns you may have.
fair
You can count on very attractive, competitive and fair pricing for all our services.
contact
address
Wealth Management Zürich AG
Dufourstrasse 1
8008 Zürich
Schweiz
phone
+41 43 300 55 55