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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint747,212 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerSionIZ Wealth Management SA
IZ Wealth Management SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

IZ Wealth Management SA is an independent asset manager regulated by FINMA. It provides discretionary wealth management and tailored financial solutions for institutional and professional clients, including high-net-worth individuals and family offices, and connects clients with specialist third-party providers.

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Service area

Offering

Products & services

Industry:Asset manager
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IZ Wealth Management SA

✓ Offered7
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.
Trust & reputation

ranQ Trust Score of IZ Wealth Management SA: 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.

IZ Wealth Management SA 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.
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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%
IZ Wealth Management SA scores 76.6 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.79.212%
  • 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.55.07%
IZ Wealth Management SA scores 85.0 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).85.022%
IZ Wealth Management SA scores 1.7 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 35.1.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

IZ Wealth Management SA 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.

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Secure profile

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

Active in 1 of 26 cantons

  • VSValais
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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