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

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Partner program
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesChamPWA Private Wealth Advisors AG
PWA Private Wealth Advisors AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Private Wealth Advisors AG (PWA) is the provision of wealth management services for high net worth individuals and families. This includes: financial planning and consulting, asset management and administration, risk management and insurance services, compliance and regulatory consulting, tax and legal consulting, succession planning and wealth transfer, and administrative services. The company positions itself as a Family Office and offers its clients comprehensive care and consulting in all matters of wealth management.

AI-generated
Offering

Products & services

Industry:Financial Services
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
4.1/5

PWA Private Wealth Advisors AG

✓ Offered8
Investment Management
Investment management with analysis of financial situation, investment objectives, risk profiles and horizon, plus asset allocation, banking relationships and due diligence on investments and external asset managers.
Philanthropic Management
Philanthropic management with philanthropic planning, establishment and administration of charitable institutions, donation strategy, technical and operational support, and formation of grant-making foundations and trusts.
Life Management
Life management for the administration of properties, private jets and yachts within family and wealth services.
Business and Financial Advisory
Business and financial advisory for debt syndication, mezzanine and bridge financing, structured financing, private equity, mergers and acquisitions, management buy-out and business development.
Estate and Wealth Transfer
Estate and wealth transfer with protection and transfer analysis, estate settlement administration, family governance guidance and planning for transfer to succeeding generations.
Training and Education for Families
Training and education for families with organisation of family meetings, delivery of education commitments and coordination of multigenerational education with outside advisers.
Risk, Insurance and Compliance Advisory
Risk, insurance and compliance advisory with risk analysis, insurance review, security and data protection topics, governance support, regulatory assistance and tax and legal advice.
Administrative and Reporting Services
Administrative and reporting services with invoice and tax payments, bank account opening, statement reconciliation, personnel and legal administration, plus asset, performance and tax reporting.
Trust & reputation

ranQ Trust Score of PWA Private Wealth Advisors AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

PWA Private Wealth Advisors AG 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.
x
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%
PWA Private Wealth Advisors AG scores 84.8 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.89.612%
  • 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.70.07%
PWA Private Wealth Advisors AG scores 83.3 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).83.322%
PWA Private Wealth Advisors AG scores 14.3 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 35.14.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

PWA Private Wealth Advisors AG 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 October 2026.

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

Knowledge

No knowledge articles yet

Once PWA Private Wealth Advisors AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

PWA Private Wealth Advisors AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank PWA Private Wealth Advisors AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of PWA Private Wealth Advisors AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Luzernerstrasse 26
6330 Cham

At a glance

Legal form
Corporation
UID
CHE-358.635.453
Founded
2015 · 11 years
Last commercial register change
December 24, 2024
Employees
11 to 20
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

    Similar companies

    BB
    Bernardo Brunschwiler Consulting
    Cham
    IS
    INVESTMENT SOLUTIONS AG
    Zug
    PI
    PMG Investment Solutions AG
    Zug
    DF
    dein finanzberater gmbh
    Rotkreuz
    FA
    Finsulting AG
    Zug
    MS
    Melina Scheuber AG
    Baar
    LF
    Liora Finance Company GmbH
    Zug
    AI
    Aon Insurance Managers (Switzerland) AG
    Zug