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DirectoryFinance & InsuranceExternal Asset ManagementWollerauFiniens Wealth Management AG
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Finiens Wealth Management AG

Summary

About the company

Finiens Wealth Management AG provides wealth management and asset management services, advising clients on asset allocation and investment strategies. The firm manages the Finiens Futura 1 UI fund (ISIN DE000A0N9820) and offers modular, client-tailored advisory solutions.

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Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Individual wealth management with analysis of goals and preferences, determination of risk capacity and ongoing implementation of the investment strategy.
Investment advisory
Advice on investing, investment philosophy and suitable solutions, focusing on sustainable investment performance, transparency and actionable decisions.
Asset allocation
Individual asset allocation determination based on goals, preferences, risk capacity and risk appetite, including implementation via the Finiens Futura UI fund.
Fund management
Fund-based investment solutions with the balanced fund Finiens Futura 1 UI or Finiens Futura UI, defensively positioned and flexibly invested on a global basis.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Sihleggstrasse 1
8832 Wollerau

At a glance

Legal form
Corporation
UID
CHE-115.023.619
Founded
2009 · 17 years
Last commercial register change
December 24, 2025
Employees
1 to 10

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