Who we are, what we offer

It is the differences that make us stronger. Through a practised Diversity & Inclusion culture, we enable you to contribute and use your potential as our contractual partner for the benefit of our clients. To our clients we offer transparent support in line with their individual wishes. To you, an independent financial advisor, we offer a pleasant and professional working environment with a wide range of additional services. Again, adapted to your individual needs and expectations. We look forward to discussing these in advance in a personal meeting. We look forward to hearing from you, e.g. CONTACT us

As an asset management company founded in 2018, we are currently registered in the Polyreg register of advisors, have submitted our application for authorisation to FINMA, are subject to the supervisory authority OSFIN and are affiliated with the Ombudsman Office OFD (this part will be adjusted once authorisation has been obtained).

PWI PRIVATE WEALTH INVEST AG
Stockerstrasse 55 
8002 Zürich
Phone +41 44 209 70 80
Fax +41 44 209 70 81