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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoAlTi Wealth Management (Switzerland) SA
AlTi Wealth Management (Switzerland) SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

AlTi Wealth Management (Switzerland) SA provides integrated investment and advisory services for families, individuals, fiduciaries, family offices and foundations. Its services include investment management, estate and wealth planning, trust and fiduciary administration, philanthropy and impact investing, and outsourced Chief Investment Officer (OCIO) solutions.

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Products & services

Industry:External Asset Management
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AlTi Wealth Management (Switzerland) SA

✓ Offered6
Investment Management
Investment management across traditional and alternative asset classes, with customised strategies, independent manager selection, and a focus on capital preservation and risk-adjusted returns.
Estate & Wealth Planning
Estate and wealth planning with in-house attorneys, accountants and specialists; comprehensive plans designed around family structures, succession goals, and philanthropic intent.
Trust & Fiduciary Administration
Fiduciary services in Delaware, including trust administration, estate planning, and tax coordination by attorneys, accountants and fiduciary tax managers.
Philanthropy & Impact Advisory
Advice on philanthropy and mission investing, including goal setting, charitable vehicles, and strategies aimed at measurable social and environmental outcomes.
Governance & Education Advisory
Support for families and institutions through family meetings, tailored learning sessions, and content on stewardship, family dynamics, financial literacy, investing, planning and philanthropy.
Tax Optimization
Tax optimization through review of the overall financial picture and coordination of reporting, filings and payments with trusted external accountants.
Trust & reputation

ranQ Trust Score of AlTi Wealth Management (Switzerland) SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

AlTi Wealth Management (Switzerland) SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
AlTi Wealth Management (Switzerland) SA scores 84.8 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.89.612%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
AlTi Wealth Management (Switzerland) SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
AlTi Wealth Management (Switzerland) SA scores 100.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.100.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

AlTi Wealth Management (Switzerland) SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Location

Via Nassa 29
6900 Lugano
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-425.862.089
Founded
2015 · 11 years
Last commercial register change
September 17, 2026
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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