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DirectoryFinance & InsuranceExternal Asset ManagementSionIZ Wealth Management SA
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IZ Wealth Management SA

Summary

About the company

IZ Wealth Management SA is a regulated independent asset manager that provides bespoke financial solutions for institutional and professional clients. Its services focus on discretionary asset management and on connecting clients with third-party providers in areas such as asset consolidation, family governance, wealth and tax planning, real estate property management and art banking.

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Products & services

Industry:External Asset Management
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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.
Real Estate Property Management Referrals
Connections to third-party service providers active in real estate property management, as part of a broader wealth-service network.
Arts Banking Referrals
Connections to third-party service providers active in arts banking, for clients needing specialised services related to art assets.
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Location

Passage de la Matze 6B
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-403.051.378
Founded
2018 · 8 years
Last commercial register change
December 16, 2025
Employees
1 to 10

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