GWM AG is an independent Swiss asset management company based in Zug, with authorization from the Swiss
Financial Market Supervisory Authority (FINMA) to act as a portfolio manager. We have a strong track
record in managing discretionary and advisory portfolios across all asset classes . Additionally, we act
as a multi-family office, providing comprehensive services in wealth and inheritance planning, including
tax planning and immigration matters.
GWM AG is also a proud member of the Swiss Association of Asset Managers (VSV), further demonstrating our
commitment to high professional standards and best practices in the asset management industry.
Team
Our team at GWM AG is composed of seasoned professionals with extensive
experience gained from leading
global financial institutions. Each member brings a wealth of knowledge in asset management, wealth
planning, and advisory services, ensuring that you receive expert guidance and tailored solutions.
Regulatory
GWM AG operates within a robust regulatory framework, ensuring a high level
of security, confidentiality
and professionalism. We are regulated by AOOS (supervisory organisation) and authorized by the Swiss
Financial Market Supervisory Authority (FINMA) as a portfolio manager.
For you, this means that we adhere to stringent regulatory standards, ensuring the highest levels of
security, transparency, and compliance with Swiss financial laws. Our authorization by FINMA as a portfolio
manager assures that we meet the necessary requirements to safeguard your investments, providing you with
confidence in the integrity and professionalism of the services we offer.
We offer personalised asset management services, tailoring both discretionary and advisory portfolios to meet your unique needs. Our team ensures your investment strategy is aligned with your financial goals, risk tolerance, and time horizon. We actively monitor and optimise your portfolio to drive sustainable performance in a dynamic market environment.
Our wealth and inheritance planning services are crafted to safeguard and transfer your wealth effectively. We collaborate closely with you to develop bespoke strategies that cater to your family’s distinct needs, facilitating a smooth transition of assets while minimising legal and financial hurdles.
Maximise your financial potential with our comprehensive tax planning services. Our experts navigate complex tax regulations, helping you minimise liabilities while capitalising on tax-saving opportunities, both locally and internationally. We focus on creating tax-efficient strategies tailored to your individual circumstances.
Our immigration and relocation services are designed to simplify your transition to Switzerland or abroad. From visa applications to residency, we provide expert guidance, ensuring a smooth relocation process that addresses both your personal and financial needs.
We are excited to share that our quarterly market commentary and other insightful publications will be available here soon. Stay tuned for expert analysis, trends, and updates that will help you navigate the evolving investment landscape.
GWM AG
Baarerstrasse 55
6300 Zug
Switzerland
Public parking is available in our building (Parking Eichstätte).
Zug railway station is just a 1-minute walk away.
