Insignium Group Wealth Management

WHO WE ARE
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We are part of a group of companies that was founded in Switzerland in 2012 to offer financial services mainly to Spanish speaking clients.

Our professionals are highly qualified and have years of experience, with relevant positions in prestigious financial institutions located in the best financial centers in the world. We share a common professional and financial culture in which core values such as customer loyalty, capital protection and the long term prevail.

OUR MISSION

To provide advice to families, businesses and individuals in all their financial matters. The main objective of our multidisciplinary team of professionals is to respond to the needs of our national and international clients. Ultimately, we want to help achieve an optimal balance between wealth protection and wealth growth. To achieve these objectives we take into account essential management elements such as risk exposure, control, structuring, consolidation, taxation and succession.

OUR VALUES

CONFIDENCE

is the essence

DISCRETION

It's our duty

INDEPENDENCE

is the way

SECURITY

is the goal

HONESTY

is our commitment

Independence is a word that is used a lot in our industry. A large number of entities presume to act independently while doing quite the opposite. Thus, the only way to know if a company is really independent is to analyze what they do instead of what they say.

Our team is aware of the importance of independence, not only as a message but also as a basic element of our daily activity. We have learned that you can only earn a customer's trust in the long term if we apply honesty and transparency in everything we do.

We are convinced that genuine independence implies open architecture. Thus, we recommend to our clients the best banks and financial intermediaries from a non-exclusive perspective.

We want to be able to control both the solvency and the quality of service provided by custodian banks to our customers to ensure that our demanding quality and safety standards are met at all times. Our independence allows us to recommend the change of custodian or intermediary when circumstances require it.

Last but not least, we believe that assets of a certain size cannot and should not be deposited in a single financial institution. The principle of diversification as a means of risk reduction should not be limited to asset allocation, but should also extend to the selection of custodian banks.

Simon Lutch

Founder + Executive President of the Board

Jacobo Steiner

Co-Founder + Member of the Board

Felipe Chediak

Co-Founder + Member of the Board

Faustino García

CEO + Member of the Board

Fernando Barroso

Global CIO

Aitor García

Deputy CEO + CIO Switzerland

Uwe Herrlinger

Senior Wealth Manager

Joanna Wahnon

Portfolio Management & Family Office Services

Ainara Camiño

Senior Adminitrstive

Javier Garach

Markets Analyst

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

Ringstrasse 15A, 8600 Dübendorf, Zürich - Suiza