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DirectoryFinance & InsuranceExternal Asset ManagementSchaffhausenSwAM Swiss Asset Management AG
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SwAM Swiss Asset Management AG

Summary

About the company

The company's core activity is wealth management, particularly the care and consulting of wealthy private clients in the management of their assets.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered5
Wealth management
Independent, tailor-made wealth management on a fee basis, with customised concepts, a long-term investment strategy and trading power of attorney for purchases and sales.
Investment advice
Individual investment advice on a fee basis, with transparent costs and services, advice in the customers' interest and free choice of partners and products.
Foundation advisory and establishment
Advice on foundation concepts and support up to the foundation's creation, including individual counselling and the involvement of tax and legal matters.
Administration of foundation assets
Competent and reliable administration of foundation assets on behalf of the clients, as part of the foundation services.
Financial and inheritance planning
Individual financial and inheritance planning for entrepreneurs, succession planning and the structured preparation of wealth and foundation matters.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Schwertstrasse 4
8200 Schaffhausen

At a glance

Legal form
Corporation
UID
CHE-101.577.202
Founded
2000 · 26 years
Last commercial register change
September 18, 2025
Employees
1 to 10

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