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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZugUMA Wealth (Switzerland) AG
UMA Wealth (Switzerland) AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The UMA Wealth Group primarily focuses on wealth management and consulting for private clients and their families. The core activities include developing tailored solutions for wealth management, advising on wealth planning issues, and supporting the implementation of wealth strategies. The company also provides services in the areas of trust administration and risk management.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered9
Cross-border wealth planning
Highly personalized consulting for individuals and families on worldwide financial and corporate activities, including tax, accounting, wealth consolidation, risk analysis and long-term inheritance strategies.
Trust & estate planning
Trustee, wealth structuring and estate planning support, including estate and succession planning, trust services, private foundation services, private investment companies and corporate director services.
Governance services
Family governance and operating governance support, including family charter structuring, governance policies and procedures, board implementation, alignment of family principles and succession planning.
Fund services & corporate oversight
Fund and corporate administration for public and private fund structures, including UCITS, alternative funds, securitisation vehicles, holdings, partnerships and related corporate oversight.
Wealth consolidation, mapping & reporting
Wealth mapping and reporting for HNWI and families, including family wealth reviews, data aggregation, cash flow tracking, return analysis and fee monitoring.
Global family office services
Family office support for governance and coordination, including dedicated team setup, administration of existing legal and investment structures, and periodic operational reviews.
Trust protector services
Protector services for trusts, including consent on trustee actions, conflict reviews, periodic trust reviews, reporting to settlors and beneficiaries, and acting as successor protector.
Traditional corporate services and entity setup
Corporate entity setup and ongoing support, including domiciliation, corporate secretarial services, managing director services, accounting and reporting.
Dedicated trustee services
FINMA-authorized dedicated trustee services, including setup and supervision of dedicated trustee companies and related governance arrangements for family structures.
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4.1/5

UMA Wealth (Switzerland) AG

Trust & reputation

ranQ Trust Score of UMA Wealth (Switzerland) 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.

UMA Wealth (Switzerland) 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%
UMA Wealth (Switzerland) AG scores 86.5 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.86.512%
  • 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.82.07%
UMA Wealth (Switzerland) 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%
UMA Wealth (Switzerland) AG scores 40.0 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 35.40.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

UMA Wealth (Switzerland) 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.

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Secure profile

Location

Neugasse 12
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-149.037.915
Founded
2016 · 10 years
Last commercial register change
May 22, 2026
Employees
21 to 50
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

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