We are passionately committed to being a trusted partner for entrepreneurs, families, and institutional clients, both now and in the future. For us, enhancing and protecting wealth is a responsibility we take toward each client’s unique history.
Our mission is to safeguard and protect the entrusted assets by making investment choices that ensure their growth and security over time.
OUR TAILORED SERVICES
CEO
Director and Head of HNWI and UHNW Clients
BV & Compliance
Head of Compliance & Risk
Chief Investment Officer
Custodia Wealth Management SA is authorized by the Swiss Financial Market Supervisory Authority (FINMA) to operate as an asset manager under Article 2, paragraph 1, letter a, and Article 5, paragraph 1 of the Federal Act on Financial Institutions (FinIA).
The company is a financial intermediary under the Anti-Money Laundering Act (AMLA) and is supervised in accordance with the laws on anti-money laundering and counter-terrorism financing.
Custodia Wealth Management SA is subject to the Supervisory Body (“OV”) AOOS SA, affiliated with the mediation body FINOS (Financial Ombudsman Switzerland – Zurich), and is a member of the Swiss Association of Asset Managers – VSV-ASG.
For more details on the risks associated with trading financial instruments, please refer to the informational booklet Risks in Trading Financial Instruments (2023), prepared by the Swiss Bankers Association (SBA).