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DirectoryFinance & InsuranceExternal Asset ManagementWollerauAquila Momentum Invest AG
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Aquila Momentum Invest AG

Summary

About the company

The company qualifies as an asset manager within the meaning of the FINIG and aims to provide asset advisory, asset management and investment advisory services, develop financial products and provide supporting services in the field of general financial and asset consulting. Activities that require a license as a bank, securities firm or manager of collective assets are explicitly excluded. The company may acquire, encumber, sell, broker and manage real estate in Switzerland and abroad, establish branches in Switzerland and abroad, acquire participations in domestic and foreign companies, establish subsidiaries in Switzerland and abroad, and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company directly or indirectly.

Commercial register, canton of SZ·As of March 26, 2026View on Zefix
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Services for independent wealth managers and family offices
All-in-one solution with Legal, Compliance & Risk, Fiduciary & Accounting, HR & Administration as well as IT & Applications for partner companies.
Investment Services
Portfolio Management & Advisory, investment strategies and model portfolios, market and investment publications, fund management, custody account analyses, investment proposals as well as mandates and institutional clients.
Succession planning
Support with succession arrangements for independent wealth managers, with experience, opportunities and solution approaches for early planning or concrete handovers.
Become a partner
Guidance with new incorporation, entry into an existing partner company or integration of an existing company, including onboarding, FINMA approval and group set-up.
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Secure profile

Location

Hauptstrasse 1
8832 Wollerau

At a glance

Legal form
Corporation
UID
CHE-114.334.270
Founded
2008 · 18 years
Last commercial register change
March 26, 2026
Employees
1 to 10

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