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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementChâtelainePB & Wealth Advisors Sàrl
P&
Verified· 1 sourceTrust ScoreNo score yet

PB & Wealth Advisors Sàrl

Summary

About the company

The company's purpose is to provide analysis and investment advisory services in Switzerland and abroad, targeting both Swiss and foreign clients; to act as an intermediary between clients and FINMA-regulated management companies (banks, independent asset management companies), facilitating the opening of bank accounts in Switzerland and abroad for high net worth clients, establishing business relationships for the management of private and professional clients' assets; to offer liquid and illiquid financial products based on the client's risk profile. The company may carry out any financial, commercial or real estate transaction related to its purpose or likely to promote it; in particular, it may grant loans or guarantees of any kind to its associates or third parties, create branches in Switzerland and abroad, take participations, found or finance companies having a direct or indirect connection with its purpose, all to the exclusion of operations prohibited by the LFAIE.

Commercial register, canton of GE·As of March 25, 2025View on Zefix
Trust & reputation

ranQ Trust Score of PB & Wealth Advisors Sàrl

Trust Score
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A published score requires a data basis of at least 50% and data from at least two criteria groups other than identity. Missing evidence: Review quality, Review volume, Review recency, Website authority, Media authority

Data basis 50% · As of October 2026

PB & Wealth Advisors Sàrl 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%
PB & Wealth Advisors Sàrl scores 50.8 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.25.012%
  • 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.55.07%
PB & Wealth Advisors Sàrl scores 58.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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).58.322%
PB & Wealth Advisors Sàrl has no value in the Visibility area of the ranQ Trust Score because no data is available. The area carries 8% 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
  • Website authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 50%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Website authority, Media authority. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data. Full methodology

Knowledge

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Location

Chemin de l'Etang 3
1219 Châtelaine

At a glance

Legal form
Limited Liability Company
UID
CHE-299.717.071
Founded
2025 · 1 year
Last commercial register change
March 25, 2025
Employees
1 to 10
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.
88.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%

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