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DirectoryFinance & InsuranceExternal Asset ManagementZurichEdwards Wealth Management AG
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Edwards Wealth Management AG

Summary

About the company

The core activity of Edwards Wealth Management AG is wealth management and portfolio management for private clients, including tax and pension planning, investments in residential and commercial real estate, private equity investments, as well as consulting on relocation and citizenship.

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Industry:External Asset Management
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Wealth Management and Portfolio Management
Tailor-made wealth management and portfolio management with advisory mandates and discretionary mandates, aligned with risk appetite, investment horizon and liquidity needs.
Tax and Pension Planning
Tax and pension planning via the network, including selection of suitable specialists for tax, legal advice and fiduciary planning.
Residential and Commercial Real Estate
Real estate investment opportunities with a focus on London, Switzerland and the south of France, including support with structuring ownership.
Private Equity Investments
Private equity investments for clients, including preparation, negotiation and placement of participations outside traditional markets.
Relocation and Citizenship
Assistance with moves to other jurisdictions and changes of citizenship, with support from the network throughout the complex process.

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Location

Talstrasse 82
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-248.930.217
Founded
2016 · 10 years
Last commercial register change
March 12, 2026
Employees
1 to 10

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