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

About the company

The core activity of Wealth Management Zürich AG is the provision of asset management services, particularly in the establishment and management of investment funds and structured products. This includes fund structuring, compliance with legal and regulatory requirements, investment management, and ongoing administration and reporting. The company also offers individual asset management mandates for private banking clients and supports institutional clients in the management of collective assets.

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Products & services

Industry:External Asset Management
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3.9/5

Wealth Management Zürich AG

Funds & Investment Companies
✓ Offered5
Wealth Management
Discretionary wealth management mandates for private clients with standardized investment strategies in CHF, EUR and USD, as well as mandates that can be tailored individually.
Institutional Wealth Management
Wealth management for institutional clients, in particular setting up and managing investment funds and structured products, along with accompanying administration and reporting.
Fund Setup and Management
Structuring, setting up and ongoing management of regulated investment funds, including legal and regulatory processing, investment management, administration and reporting.
Structured Products
Structuring, issuance and marketing of structured products, including actively managed certificates, tracker certificates and credit linked notes.
Execution-Only Mandate
Execution of investment decisions for self-directed investors without advisory or decision-making responsibility, at more favourable terms with custody banks.
Trust & reputation

ranQ Trust Score of Wealth Management Zürich AG: 3.9 out of 5.0

Trust Score3.9/ 5.0

High

x

Data basis 96% · As of October 2026

Wealth Management Zürich AG scores 59.7 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
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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.73.124%
  • 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.35.310%
  • 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.50.08%
Wealth Management Zürich AG scores 76.5 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.70.212%
  • 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%
Wealth Management Zürich AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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%
Wealth Management Zürich AG scores 14.3 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 35.14.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Wealth Management Zürich AG reaches a ranQ Trust Score of 3.9 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 3 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
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

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Location

Dufourstrasse 1
8008 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-372.264.249
Founded
2020 · 6 years
Last commercial register change
February 23, 2024
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.
100.0
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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