With a wealth of experience in Private Banking, GWM AG was founded on the notion of providing a high quality bespoke service for our clients in relation to all of their Banking and Wealth management needs.
GWM AG operates as an independent asset management company. Our goal is to provide our clients with a fair and impartial service in all of their financial requirements. Through our knowledge and experience of the financial landscape and in conjunction with a strong set of partners, GWM AG is well placed to deliver a high class service for its clients.
We provide in-house Discretionary and Advisory services on tradable investments, taking into account our clients risk profiles and requirements.
With our extensive network, we also provide assistance in finding appropriate solutions with expert financial service providers (i.e. custodians, accountants, tax and immigration specialists, lawyers, fiduciaries) whether this be for Succession planning, Tax planning, family relocation or for Investment purposes.
GWM AG is regulated as a member of the Swiss Association of Asset Managers (VSV) in Switzerland and follows a strict code of conduct. Our clients are all fully tax transparent and we take particular due care and attention in ensuring the compliance of all of our clients.
As well as our head office in Zürich, Switzerland, GWM AG also has a representative office within the EU in Riga, Latvia.
GWM AG can also assist with services in the Isle of Man in co-operation with our partners in the Isle of Man.