The core activity of Pomona Wealth is investment advice and wealth management for private clients, particularly in the area of wealth management, as well as the creation of investment strategies and the management of client portfolios. The company positions itself as a personal investment advisor and family office in Switzerland, with a focus on the financial centers of Zurich and Geneva.
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Investment advisory and asset management with discretionary and advisory mandates, pension solutions, private equity structures, and structuring for asset protection and succession.
Real Estate & Financing
Support with the selection and structuring of international real estate investments, management of these assets, and mortgage and financing solutions for residential and overseas properties.
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