Insigni­um wealth man­age­ment ag

Your wealth. Pro­tect­ed, grown, and passed on.

Insigni­um Wealth Man­age­ment AG is a Swiss-licensed inde­pen­dent wealth man­ag­er serv­ing pri­vate clients, entre­pre­neurs, and inter­na­tion­al fam­i­lies since 2012.

who we are

Found­ed in Switzer­land in 2012, Insigni­um brings togeth­er senior invest­ment advi­sors from lead­ing inter­na­tion­al finan­cial cen­tres. With offices in Zürich, Vigo and Madrid, we com­bine Swiss pre­ci­sion with inter­na­tion­al reach.

What we do

We pro­vide inde­pen­dent wealth man­age­ment, port­fo­lio advi­so­ry and fam­i­ly office ser­vices tai­lored to the long-term needs.


We help clients nav­i­gate finan­cial com­plex­i­ty with inde­pen­dent advice and a long-term per­spec­tive. By com­bin­ing exper­tise, trans­paren­cy and a per­son­al approach, we cre­ate tai­lored solu­tions aligned with each clien­t’s unique goals and cir­cum­stances.

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FACTS and fig­ures

The sto­ry behind the num­bers.

Found­ed in Switzer­land
> CHF mio
Assets under man­age­ment
Loca­tions in Zurich, Vigo and Madrid
Cus­tody Banks
Ø + years
Aver­age expe­ri­ence

FIN­MA

licensed · F01288948

OUR SER­VICES

Choose how close­ly you want to be involved.

Wealth Management - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 10

Wealth Man­age­ment

Dis­cov­er a per­son­alised approach to wealth man­age­ment built on inde­pen­dence, trans­paren­cy and long-term think­ing.

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Port­fo­lio Advi­so­ry

Gain an inde­pen­dent per­spec­tive on your invest­ments with expert advice focused sole­ly on your inter­ests.

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Fam­i­ly Office Ser­vices

Explore a holis­tic approach to man­ag­ing wealth across gen­er­a­tions, bor­ders and fam­i­ly pri­or­i­ties.

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Val­ue propo­si­tion

Three rea­sons clients stay with us.

Inde­pen­dent

We have no prod­ucts to sell and no bank to please. Every rec­om­men­da­tion we make is guid­ed sole­ly by your inter­ests.

Holis­tic

We look beyond your port­fo­lio. From invest­ments to estate plan­ning, tax coor­di­na­tion to fam­i­ly gov­er­nance — we see the full pic­ture. And where spe­cial­ist exper­tise is need­ed, we draw on a trust­ed net­work of part­ners.

Long-Term

Wealth is a multi­gen­er­a­tional chal­lenge. We help you pro­tect what has been built, enjoy it today, and ensure it car­ries for­ward.

COn­tact US

Ready to talk?
We keep it sim­ple — no forms, no wait­ing. Reach us direct­ly.

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Work at insigni­um

Join a team that does things dif­fer­ent­ly.

An inde­pen­dent wealth man­ag­er with a real sense of pur­pose and the free­dom to put clients first, with­out the con­straints of insti­tu­tion­al bank­ing. Grow­ing across Zürich, Vigo and Madrid.

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