ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,807 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementSionIZ Wealth Management SA
IZ Wealth Management SA Logo
Verified· 2 sources

IZ Wealth Management SA

Summary

About the company

The company's purpose is wealth management within the meaning of the Financial Institutions Act (LEFin), provision of intermediary and advisory services, in Switzerland or abroad. The company is authorized by the Financial Market Supervisory Authority (FINMA) as a wealth manager within the meaning of LEFin. The company may carry out any operation of any kind directly or indirectly related to its corporate purpose. It may grant loans or guarantees of any kind to third parties or to its shareholders. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies, acquire or sell real estate, carry out all operations and conclude all contracts suitable for developing and expanding its purpose or related thereto directly or indirectly.

Commercial register, canton of VS·As of December 16, 2025View on Zefix
Offering

Products & services

Industry:External Asset Management
✓ Offered
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
7
Discretionary Asset Management
Discretionary asset management for institutional and professional clients, including high-net-worth individuals and family offices, with client-specific solutions focused on asset protection and growth.
Bespoke Wealth Solutions
Bespoke financial solutions tailored to evolving client needs, using various financial instruments and solutions to optimise capital in a complex global financial environment.
Asset Consolidation Referrals
Connections to third-party service providers active in asset consolidation, for clients seeking a consolidated view of investments and assets.
Family Governance Referrals
Connections to third-party service providers active in family governance, for governance-related support around family wealth structures.
Wealth and Tax Planning Referrals
Connections to third-party service providers active in wealth and tax planning, supporting broader financial and succession-related planning needs.

Knowledge

No knowledge articles yet

Once IZ Wealth Management SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

IZ Wealth Management SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank IZ Wealth Management SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of IZ Wealth Management SA to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Passage de la Matze 6B
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-403.051.378
Founded
2022 · 4 years
Last commercial register change
December 16, 2025
Employees
1 to 10

Similar companies

SP
Swiss Private Office Sàrl
Venthône
AS
ALP-GESTION.CH SA
Martigny
SC
SZ Consulting AG
Brig
SS
Studer Söhne Asset AG
Visp