Q WEALTH AG provides asset management and financial advisory services, including portfolio management, wealth planning, risk management and client advisory. The firm is part of the Quadris Group and operates under FINMA regulation.
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Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
We construct and manage diversified portfolios tailored to each client’s objectives, risk profile, and time horizon; open-architecture selection across global equities, fixed income, and alternative investments.
Wealth Planning
Comprehensive wealth planning covering retirement structuring, tax efficiency, estate planning, and intergenerational wealth transfer, coordinated for cross-border family and business situations.
Risk Management
Risk assessment and ongoing management across concentration, currency exposure, liquidity, counterparty quality, and drawdown potential, including stress testing and scenario analysis.
Client Advisory
Direct advisory support on investments, strategic planning, liquidity events, relocation, and independent second opinions, with continuity of relationship over time.
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