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

About the company

IMM Wealth Management AG provides wealth management and investment advisory services to families and individuals. Its services include wealth planning, implementing investment strategies, and ongoing monitoring of investments and service providers.

AI-generated
Offering

Products & services

Industry:Asset manager
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4.1/5

IMM Wealth Management AG

✓ Offered12
Wealth management and family office services
Asset management and family office services for affluent families and private individuals, broken down into planning, implementation and monitoring.
Investment advice and asset allocation
Investment advice, risk profile analysis and asset allocation with selection and implementation of the appropriate mix of liquid, illiquid, capital market and non-capital market investments.
Company, trust and foundation structures
Advisory and establishment of offshore companies, trusts and foundations for succession planning and tax optimisation in various jurisdictions.
Tax and legal advisory
Support with tax and legal questions via an international network of legal and tax specialists.
Estate planning
Estate planning for the tax-optimised transfer of assets to the next generation, with support from legal and tax specialists.
Philanthropy advisory
Advice on philanthropic structures and opportunities to use wealth for charitable purposes.
Portfolio management
Portfolio management for all or parts of accounts, including selection of suitable managers, financial jurisdictions and institutions.
Private equity and real estate investments
Support with private equity investments and real estate investments, including direct acquisition, stakes in ventures and real estate funds.
Tailor-made structured products
Tailor-made structured products with capital protection or return target, in different currencies and with underlying assets such as shares, indices, commodities, currencies and precious metals.
Account consolidation and reporting
Consolidated reports on all investments for an overall view, performance comparisons and a needs-based presentation of important information.
Fee negotiation and cost control
Negotiation of terms with bank partners and other service providers as well as ongoing monitoring of their activities.
Administration
Administrative and office services as part of wealth management.
Trust & reputation

ranQ Trust Score of IMM 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.

IMM 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.
x
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%
IMM Wealth Management AG scores 89.3 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.100.012%
  • 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.70.07%
IMM Wealth Management AG scores 83.3 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).83.322%
IMM Wealth Management AG scores 0.3 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 35.0.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

IMM 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

Poststrasse 30
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-114.717.139
Founded
2009 · 17 years
Last commercial register change
April 14, 2023
Employees
11 to 20
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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