The core activity of GWM AG is wealth management, providing asset management services for private clients. They offer individual investment advice, wealth planning and management, and focus on long-term relationships with their clients. As an independent company, not tied to any specific financial institution, they are able to provide objective and unbiased advice.
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Industry:External Asset Management
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Personalised discretionary and advisory portfolio management across all asset classes, with execution-only services in exceptional cases, direct investments, yield-enhancement strategies and Actively Managed Certificates (AMCs).
Wealth and Inheritance Planning
Wealth and inheritance planning for succession across generations, including consolidation of financial information and coordination with Swiss and international specialists.
Tax Planning
Tax planning across multiple jurisdictions, with coordination of Swiss and international tax specialists and ongoing monitoring of tax law changes.
Immigration and Relocation Services
Immigration and relocation support for individuals and families, including residence and work permits, housing, school registration and Swiss lump-sum tax agreements.
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