Insignium Group Wealth Management

INDEPENDENCE
THE PATH
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WHO ARE WE

Insignium Wealth Management AG is an independent asset management company which was founded in 2012. SEE MORE

MISSION

Our objective is to become a trusted advisor to our clients and provide guidance in relation to all of their financial affairs. SEE MORE

OUR TEAM

The professionals that make up Insignium are highly qualified and have accumulated many years of experience at senior level within some of the most prestigious financial institutions in the world. SEE MORE

Broad Wealth Management

FAMILY OFFICE

Our team of professionals have a great deal of experience advising international families and businesses in relation to essential elements of wealth management. SEE MORE

Client centred

WHAT DIFFERENTIATES US

Our process is focused on obtaining the best results for our clients.

Communication is the basis for any long term relationship. It is for this reason that we are in constant contact with our clients, in order to review and if necessary revise the defined investment strategy.

Data Gathering is a constant at Insignium, it is key for our relationship with our clients to understand their financial needs, to understand their short, medium and long term financial objectives.
The duly defined investment strategy is an essential guide for our management team.  The more information and boundaries we collate, the better and more appropriate our asset allocation will be in terms of client expectation.  We abide by the established investment strategy independently and without conflict of interest. 


 
 
The implementation of the Asset Allocation Strategy is the responsibility of our Asset Allocation Committee. The committee establishes our universe of preferred investments. Our investment managers use this universe in order to select the assets that adhere specifically to our client ́s clearly defined asset allocation strategy.
Analyzing the results and discussing them with our clients on a regular basis helps our team to fine-tune the asset allocation strategy and align client interests with the decisions made by our team.

Switzerland: +41 43 497 9451 / International: +41 43 497 9450

Ringstrasse 15A, 8600 Dübendorf, Zürich - Suiza