The Wealth Office
Zurich boutique (The Wealth Office AG, est. 2009) licensed by FINMA as an asset manager, offering wealth management and family-office services to a limited client base.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- FOUNDED
- 2009
Investment approach
- STRATEGIES
- Real estate
Overview
The Wealth Office AG is based at Kämbelgasse in Zurich and describes itself as a family office. It is authorised by FINMA as an asset manager and manages client assets held at custodian banks under a limited power of attorney. Services include strategic asset allocation, estate planning and wealth structuring, consolidated reporting of bankable and non-bankable assets, entrepreneur services and real-estate investments through partners.
People
- Remo MaurerChairman and Co-Founder · source
- Sandor PasqualettiCEO and Co-Founder · source
Frequently asked questions
The Wealth Office is a multi family office based in Zurich, Switzerland, founded in 2009.
The Wealth Office does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes real estate.
The Wealth Office invests in HealthTech, Climate & Energy, Biotech & Life Sciences and Real Estate & PropTech.
Key people at The Wealth Office include Remo Maurer (Chairman and Co-Founder) and Sandor Pasqualetti (CEO and Co-Founder).