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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,904 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerZurichB & M Wealth Management AG
B & M Wealth Management AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company's core activity is wealth management, particularly the comprehensive and holistic management of assets for private clients. This includes investment advice, portfolio management and wealth management with the goal of offering customers an individual investment concept tailored to their specific needs and objectives.

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Service area

Offering

Products & services

Industry:Asset manager
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4.1/5

B & M Wealth Management AG

✓ Offered7
Wealth management
Comprehensive asset servicing, tailored wealth management mandates, investment strategies aligned with risk profile and objectives, ongoing implementation and monitoring.
ESG mandates
Wealth management mandates according to ESG standards, with investment decisions based on environmental, social and governance criteria at the customer’s request.
Financial market analyses
Ongoing, independent analysis of financial markets to assess opportunities and risks and to support investment decisions.
Risk analysis
Portfolio risk check with analysis of market risks, concentration risks, value fluctuations and strategic positioning within the scope of the risk budget.
Portfolio consolidation
Consolidation of portfolios to optimise the overall financial situation and to enable a better assessment of wealth development.
Special mandate
Individually tailored wealth management solution for specific requirements and concerns, flexible and closely aligned with customer needs.
Execution-only Mandate
Execution of buy and sell orders without investment advice, for clients who monitor the financial markets themselves.
Trust & reputation

ranQ Trust Score of B & M Wealth Management AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of November 2026

Without public customer reviews the score stays capped.

B & M Wealth Management AG 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.
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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%
B & M Wealth Management AG scores 84.6 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.97.712%
  • 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.55.07%
B & M Wealth Management AG 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%
B & M Wealth Management AG scores 2.3 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 35.2.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

B & M Wealth Management AG 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 November 2026.

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

Knowledge

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Secure profile

Location

Gartenstrasse 36
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-196.095.143
Founded
2012 · 14 years
Last commercial register change
July 18, 2024
Employees
1 to 10

Active in 1 of 26 cantons

  • ZHZurich
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.
100.0
6%
  • 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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