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DirectoryPublic Administration & EducationContinuing Education InstitutesJouxtens-MézerySwiss Wealth Academy Sàrl
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Swiss Wealth Academy Sàrl

Summary

About the company

Swiss Wealth Academy Sàrl provides training and coaching in wealth management, with programmes aimed at banks, family offices, high-net-worth families, women and heirs. Offerings include practical, short-format and customised programmes (Wealth Managers, Next‑Gen Legacy, Women & Wealth, Wealth Circle), delivered as masterclasses, bootcamps and bespoke coaching.

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Industry:Continuing Education Institutes
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Training and coaching in wealth management (Wealth Managers)
Training and coaching for wealth managers and executives, with modules on economics, asset classes, structured products, portfolios and relational posture.
Program for wealth transfer and family governance (Next-Gen Legacy)
Training and coaching program for heirs, with financial education, family governance, succession planning, intergenerational leadership and immersive or hybrid formats.
Female wealth leadership program (Women & Wealth)
Training and coaching program for women of wealth, covering mindset, wealth structuring, allocation, taxation, responsible investing, leadership and transfer.
Private wealth club (Wealth Circle)
Private community for executives, women of wealth and heirs, with a peer network, confidential exchanges, masterclasses, mentoring, coaching and meet-ups in Geneva and internationally.

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Location

Chemin des Boracles 8
1008 Jouxtens-Mézery

At a glance

Legal form
Limited Liability Company
UID
CHE-476.766.740
Founded
2025 · 1 year
Last commercial register change
May 7, 2025
Employees
1 to 10

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