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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzSwiss Group Wealth Management AG
Swiss Group Wealth Management AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The company's core activity is the provision of financial services, in particular independent consulting and asset management for private individuals and companies, with the aim of achieving financial security and independence.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered
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Swiss Group Wealth Management AG

9
Asset planning
Investment advice and asset planning with a systematic investment process, tailored investment solutions and delegation of investment activities according to the customer’s instructions.
Financial planning
Financial planning for private households with budgeting, reduction of insurance, administrative and tax costs, and regular review of the portfolio.
Homeownership financing
Homeownership financing with mortgages, construction loans, amortisation, special financing, property sale, individual home search and coverage for the house and apartment.
Retirement planning advice
Retirement planning advice with a personal retirement planning analysis, premium comparisons, adjustments to the retirement situation, income protection, family protection and 3a advice.
Professional investment advice and asset planning
Professional investment advice with selection of market-available financial instruments, an individual investment strategy, transparent solutions and independent support.
Estate planning
Estate planning covering issues related to wills and inheritance contracts, scope for arrangements under inheritance law, protection of cohabiting partners and family, and support with complex estates.
Wealth building
Wealth building with an analysis of the financial situation, development of an individual strategy and establishment of a sustainable, balanced wealth structure.
Company formation
Company formation with advice on business insurance, financing and accounting, as well as on the necessary decisions for setting up correctly.
SME succession planning
SME succession planning with preparation, arrangement and support for the parties on the path to a sensible succession solution.
Trust & reputation

ranQ Trust Score of Swiss Group Wealth Management AG: 4.4 out of 5.0

Trust Score4.4/ 5.0

Very high

x

Data basis 96% · As of October 2026

Swiss Group Wealth Management AG scores 85.2 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.74.124%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.100.010%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.100.08%
Swiss Group Wealth Management AG scores 87.2 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.95.212%
  • 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%
Swiss Group Wealth Management AG scores 85.0 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).85.022%
Swiss Group Wealth Management AG scores 6.0 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 35.6.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Swiss Group Wealth Management AG reaches a ranQ Trust Score of 4.4 out of 5.0 — rated «Very high». The rating draws, among other things, on 4.5 out of 5 stars from 104 customer reviews. The data basis is 96%, 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.

Reviews

Aggregated rating

Aggregated rating
4.5
of 5

Aggregated from 104 reviews across all connected sources

Sources
GGoogle4.5104
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

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Location

Industriestrasse 1
8808 Pfäffikon Sz
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-424.170.379
Founded
2013 · 13 years
Last commercial register change
February 26, 2025
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.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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