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About us

About us

Wealth Management Zurich (WMZ) is a financial services provider with a comprehensive range of services for Swiss independent asset managers (EAM).  
 
Thanks to the modular offering structure of WMZ, you as EAM can flexibly put together the service modules you need, i.e. according to your individual needs.  
 
WMZ sees itself as a "one-stop shop" for every independent asset manager who faces the new regulatory environment. The WMZ team has more than 100 years of experience together in wealth management and banking. Your contact persons at WMZ know from their own experience the challenges facing independent asset managers today.  
 
At WMZ, you will be assigned a personal advisor who will serve as your single point of contact and address all your concerns across all modules.  
 
You can count on WMZ's principles of independence, flexibility, cost efficiency and absolute transparency.

  • You obtain individual modules from the Portfolio Management, Legal & Compliance and/or PM/CRM system.
  • We focus on cost transparency, efficiency and planning security.
  • You maintain your independence (no transfer of company shares).
  • We relieve you of administrative work, you have more time for customer relationship management.
  • You receive one of the fairest offers in the market.
  • We provide you with a personal relationship manager who takes care of your concerns across all modules. 
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