ABOUT THE Wealth Office
The Wealth Office, your family office in Zurich
Domestic markets have developed into continental or even world markets. Businesses operate in all parts of the world, small and mid-sized companies are striving to become global players. Wealthy individuals seek international coverage. Yet most companies and individuals desire a highly personalized service and culture. This is the environment for The Wealth Office's specialized service approach. The Wealth Office has unique competence in investment management and family office services.
HOW IT WORKS
Businessmodel
You choose the custodian bank where you would like to hold your account and assets. We maintain excellent working relations with several banks based in Switzerland and elsewhere, for instance in Singapore, and would be happy to express a recommendation if desired. At the same time, you appoint The Wealth Office AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables The Wealth Office AG to effectively manage your assets, but does not allow for transfers of assets out of the account without your prior approval.
Regulations
Regulatory Information on The Wealth Office AG Ombudsman office
The Wealth Office AG operates as an asset manager on a professional basis under a licence issued by the FINMA (Swiss Financial Market Supervisory Authority) in order to meet the highest legal requirements. These requirements are set out in the Financial Institutions Act (FinIA), the Financial Institutions Ordinance (FinIO) and the Financial Institutions Ordinance-FINMA (FinIO-FINMA).
Supervisory authority
The Wealth Office AG is authorised by the FINMA (Swiss Financial Market Supervisory Authority) to operate as an asset manager on a professional basis. Supervision of compliance with the licensing requirements is ensured by the supervisory organisation OSFIN, Financial Market Supervisory Organisation, Florastrasse 44, 8008 Zurich, info@osfin.ch, www.osfin.ch
FINMA (Swiss Financial Market Supervisory Authority)
The Wealth Office AG is affiliated to FINOS an independent ombudsman office, which is recognised by the Swiss Federal Department of Finance. In the event of any disputes concerning legal claims, our clients can contact this ombudsman's office at any time. Information on any administrative costs in connection with mediation proceedings can be found on the website of the ombudsman's office.
Financial Ombudsman Service Switzerland (FINOS)
Talstrasse 20, 8001 Zurich
+41 44 552 08 00
info@finos.ch
wealth management
Independence and highest confidentiality
The Wealth Office’s esteemed clients benefit from independent and individualized services. The unique and tailor-made investment ideas are key growth drivers in today’s market environment.
We have experience in helping wealthy individuals master the entire range of financial challenges. We assist you in addressing specific issues or in creating a comprehensive plan. We are committed to understanding your personal situation, to searching for the best solutions and to providing you and your family
with the highest level of personal attention and confidentiality.
SERVICEs
Strategic Asset Allocation
Preserving your wealth is our main objective. The creation of your personal strategic asset allocation is a thorough 5-step process. Together with you we define an investment philosophy based upon your personal needs and wishes today and for the future. We carefully blend active asset management and advisory services in order to create the portfolio that best matches your needs. The daily monitoring of your assets and the challenging of decisions taken are as important to us as a regular and thorough customized reporting.
Estate Planning & Wealth Structuring
Our goal is to simplify your financial plan and to protect your wealth for future generations. We provide you with an experienced team of experts in order to find the best solution and achieve your goals. Where suitable we offer through our partner organizations vehicles such as trusts and foundations in order to preserve your legacy.
Wealth Consolidation & Financial Reporting
We offer you a comprehensive global view of the status and the development of your wealth, covering both bankable and non-bankable assets. If you desire, we will also include your payables, offering you utmost clarity about your future liabilities. Wherever your assets are held, we consolidate and analyze your holdings and the overall flow of your funds in one customized report. Truly a one-stop solution.
Entrepreneur Services
Through our partner organizations, The Wealth Office is specialized in setting up new or structuring existing business activities. Our experts offer you support in all areas of corporate finance as well as with the establishment and administration of companies, private label funds and various other structures in various jurisdictions.
Real Estate
You may want to invest directly in land or a specific building or indirectly through dedicated vehicles such as Real Estate Investment Trusts (REITs), listed or non-listed funds. We work closely with specialized partners in order to find the investment that exactly matches your needs.
TEAM
Partners
Our small group of dedicated partners and our team ensure that you and your very needs are at the center of our endeavors and that we deliver our services in accordance with The Wealth Office's mission and values.
contact
Your contact in Switzerland
The Wealth Office AG
Kämbelgasse 6
8001 Zurich
Switzerland
T +41 43 211 47 00
F +41 43 211 47 09
Policy, read more about legal information
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