About Us

Senior invest­ment advi­sors who chose inde­pen­dence.

Found­ed in Switzer­land in 2012 on a clear con­vic­tion: wealthy clients deserve bet­ter than the tra­di­tion­al bank­ing sys­tem offers. Bet­ter advice. Few­er con­flicts. More trans­paren­cy.

Our vision

To rede­fine wealth man­age­ment through the pow­er of inde­pen­dence, holis­tic advi­so­ry, and sus­tain­abil­i­ty — build­ing a mod­el that tru­ly puts clients first.


We stay free from con­flicts, so we can focus on what mat­ters — your goals, your val­ues, your future.

Our MIS­SION

Clar­i­ty in com­plex­i­ty. Con­ti­nu­ity for gen­er­a­tions.

We nav­i­gate com­plex­i­ty to deliv­er clear, tai­lored solu­tions, help­ing clients and their next gen­er­a­tions achieve their goals. Our great­est pride is help­ing clients pre­serve their lega­cy. Built in the past, enjoyed today, secured for the future.

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About Us - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 11
OUR VAL­UES

The stan­dard we mea­sure by

Our essence

Trust

Earned through con­sis­tent, hon­est behav­iour — not short-term results.

Our DUTY

Dis­cre­tion

Your infor­ma­tion treat­ed with the high­est stan­dards of con­fi­den­tial­i­ty.

Our objec­tive

Secu­ri­ty

Before seek­ing returns, we seek to pre­serve cap­i­tal.

Our path

Inde­pen­dence

No bank, no prod­uct provider. Our only oblig­a­tion is to you.

Our com­mit­ment

Hon­esty

Our hon­est assess­ment. Even when it isn’t what you hoped to hear.

your feed­back

Tell us

We are always open to improve­ment.

Inde­pen­dent by choice. Trans­par­ent by design.

Our TEAM

Inde­pen­dent, hon­est advice.

Our team brings togeth­er senior advi­sors, port­fo­lio man­agers, rela­tion­ship spe­cial­ists, and oper­a­tional experts with careers built at some of the world’s most respect­ed finan­cial insti­tu­tions.

What unites us is a shared belief: that clients deserve inde­pen­dent, hon­est advice.
Deliv­ered with the same lev­el of care and rigour we would want for our own fam­i­lies.

Team Insigni­um Wealth Man­age­ment AG — Zürich

Simon Lutch

Simon Lutch

Founder

Felipe Chediak

Felipe Che­di­ak

Co-Founder

Jacobo Steiner

Jacobo Stein­er

Co-Founder and Mem­ber of the Board

Aitor Garcia

Aitor Gar­cía

CEO and Chair­man

Rolf Roetheli

Rolf Röthe­li

Mem­ber of the board

Pascal Sidler

Pas­cal Sidler

Chief Oper­at­ing Offi­cer

Claude Ronc

Senior Part­ner

Javier Oje­da

Senior Part­ner

Car­men Roman

Risk and Com­pli­ance Offi­cer

Manuela Vàzquez

Manuela Vázquez

Assis­tant

Team Insigni­um Iberia EAF S.A.U. — Vigo & Madrid

Simon Lutch

Simon Lutch

Founder

Vas­co Jau­denes Cal­heiros

CEO

Fernando Barroso

Fer­nan­do Bar­roso

Glob­al CIO

Fernando_Hérnandez

Fer­nan­do Hernán­dez

Senior Advi­sor & Head of Mul­ti Fam­i­ly Office

Rosa Del Blan­co

Senior Advi­sor, Busi­ness Devel­op­ment & Strate­gic Alliances

San­ti­a­go Gil

Head of Admin­is­tra­tion

COn­tact US

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

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