ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,807 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesBaarWS Wealth Strategy GmbH
WS Wealth Strategy GmbH Logo
Verified· 2 sources

WS Wealth Strategy GmbH

Summary

About the company

The core activity of the company 'Wealth Strategy' is the creation of robust strategies and the provision of tailored solutions for wealthy entrepreneurs and their families in the field of wealth management. This includes the development of strategic roadmaps, the integration of agile action plans with efficient processes and targeted risk controls, as well as the representation of customer interests through a global network. The company also offers sparring services, where founder Laurent Monod acts as a trusted advisor.

AI-generated
Offering

Products & services

Industry:Financial Services
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered5
Strategic Sparring
Independent thinking partner for important decisions on assets, property, liquidity, succession, investments and governance; confidential support ahead of meetings with banks, lawyers, managers or counterparties.
Wealth & Investment Strategy
Review, structuring and coordination of liquid portfolios, private-markets exposures, direct investments, credit solutions and long-term capital allocation; alignment with objectives, risk profile and governance framework.
Structures & Governance
Coordination of holding companies, funds, trusts, foundations, insurance solutions and family governance frameworks together with legal and tax advisors; simplification of complex structures and preservation of flexibility.
Banking & Platform Coordination
Selection, negotiation and monitoring of banks, wealth managers, custodians, fund platforms, reporting providers and specialist service providers; build-out or improvement of institutional set-ups across multiple jurisdictions.
Stakeholder Coordination
Discreet implementation across advisors, institutions, counterparties and family stakeholders; coordination of multiple parties so that decisions are translated into practical outcomes.

Knowledge

No knowledge articles yet

Once WS Wealth Strategy GmbH has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

WS Wealth Strategy GmbH in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank WS Wealth Strategy GmbH by reviews, experience and specialisations.

Is this your company?

Claim the company profile of WS Wealth Strategy GmbH to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Blegistrasse 15
6340 Baar

At a glance

Legal form
Limited Liability Company
UID
CHE-446.850.181
Founded
2023 · 3 years
Last commercial register change
April 14, 2026
Employees
1 to 10

Similar companies

4A
4S Advisory AG
Steinhausen
AA
A&P Alternative Investment GmbH
Unterägeri
AA
AICO Alternative Investments Company AG
Zug
AS
AKREUM SA
Baar