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Wealth Management

See clearly.
Act confidently.

Whether you take a self-directed approach or collaborate with an adviser to build a customised portfolio , we deliver curated opportunities for high-net-worth and professional investors.

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Wealth Management

Joint Success, Built to Last

Welcome to Wealth Management Group. We are committed to empowering clients to achieve their financial goals through strategic, personalised wealth management solutions.

Since our founding in 2011, we've grown into a trusted global wealth management firm, proudly serving over 9,000 retail and institutional clients. With offices in the United States, United Kingdom and Switzerland, we combine local expertise with a global perspective to guide and support every financial journey.

Our Mission
To deliver innovative investment strategies and exceptional financial guidance.
Our Expertise
We combine deep industry insights with a client-first approach to create tailored solutions.
Global Reach
Our offices across two continents ensure we provide global opportunities with a local touch.
Personalised Service
We prioritize building lasting relationships, offering bespoke solutions to suit your needs.
Proven Performance
A track record of disciplined investment and consistent returns underpins our commitment to excellence.
Investment Management
Strategic portfolio construction and active management to align with your goals.
Financial Planning
Expert advice on budgeting, retirement planning, tax strategies, and more.
INVESTMENT PLATFORM

All your investments in one place

 
Private Equity
We provide exclusive access to high-potential private equity opportunities, helping you invest in companies poised for significant growth before they go public.
Managed funds
Our managed funds offer a dynamic way to grow your wealth while benefiting from the expertise of seasoned investment professionals.
Fixed Income & Bonds
We craft tailored fixed income strategies that prioritise stability and consistent returns, by selecting a mix of high-quality bonds and fixed income securities.
Mutual Funds & ETFs
We select mutual funds and ETFs to provide excellent growth potential for your portfolio. Top-performing funds across various sectors, help you achieve broad market exposure.
Digital Assets
We offer a strategic approach to digital assets, helping you invest in cryptocurrencies and blockchain technologies, capitalizing on emerging trends and diversifying your portfolio.
Stocks & Shares
We help you build a diversified equities portfolio, carefully curated to not only reduce risk but also to significantly outperform traditional index funds.
Our Values

Fully invested in our clients success

Integrity
  • Our conduct is defined by honesty, clarity, and consistency with clients, colleagues, partners, and ourselves.
  • Commitments are honoured, and promises are delivered as a matter of principle.
  • The interests of our clients and our firm come before personal preference.
  • Difficult news is addressed as openly and promptly as positive developments.
  • Upholding the right standards leads naturally to the right outcomes.
Innovation
  • Forward-looking thinking ensures continuous improvement and long-term progress.
  • A deep understanding of our products paired with pride in our craft means every detail is handled with care, without shortcuts or compromise.
  • Curiosity drives us to ask better questions and learn from clients and colleagues alike.
  • Hard work meets smart thinking, and we consistently pursue more effective ways to deliver results.
Clients
  • Exceptional service is a daily standard, and exceeding expectations is central to our approach.
  • A sophisticated understanding of our clients objectives enables us to design products and services that continually enhance performance.
  • Client input is actively encouraged, genuinely considered, and used to strengthen our offering.
Collaboration
  • Complex challenges are solved through shared expertise and collective capability.
  • Teamwork enables us to achieve our goals, and the strengths of our colleagues are recognised and valued.
  • Ego gives way to strong ideas, ensuring the best thinking prevails.
  • Success is achieved as one unified Wealth Management Group.
Ownership
  • Responsibility for creating value is embraced at both an individual and collective level.
  • Support is offered proactively whenever there is an opportunity to contribute.
  • Accountability is embedded in our culture, and standards are continually raised.
  • When issues arise, we take full responsibility and deliver the solution.
Passion
  • Ambition to lead and shape our industry drives pride in our work and our brand.
  • Genuine care for our clients and one another defines how we operate.
  • A constant desire to learn, innovate, and uphold exceptional standards fuels our momentum.
Statistics

Strength in numbers

9000+
CLIENT ACCOUNTS
Trust us to manage their portfolio and grow their wealth.
150+
EMPLOYEES
Work globally between our three major offices.
9+
BILLION DOLLARS
Worth of assets under management in the last 14 years.
Products

Financial Products

Discover the different types of investments and services at your disposal.

Private Equity

High-growth companies tailored for long-term value and strong returns.

Managed Funds

Managed funds benefiting from the expertise of seasoned investment professionals.

Fixed Income & Bonds

Prioritise stability and consistent returns with high-quality bonds and fixed income securities.

Mutual Funds & ETFs

Diversify your investments with mutual funds and ETFs. Balanced growth and long-term success.

Digital Assets

Invest in cryptocurrencies and blockchain technologies diversifying your portfolio.

Stocks & Shares

Unlock the potential of stocks and shares tailored for long-term growth and success.

Risk Assessment

Risk Assessment informed decisions. Tailored for your risk tolerance and financial goals.

Industry Leading

Industry Leading Platform and Expert Advice

Our industry leading platform combines cutting edge technology with expert guidance to help you make confident, informed decisions. Whether you're navigating complex markets or seeking tailored solutions, our intuitive tools and seasoned professionals are here to support you every step of the way. Recognized for excellence and innovation, we deliver reliable insights and personalized advice that empower you to achieve your goals with clarity and confidence.

Talk to us today
Talk to us today

The information provided on this website is for informational purposes only and does not constitute financial, investment, or legal advice. Wealth Management Group makes no representations or warranties regarding the accuracy, completeness, or suitability of the content provided. Investments carry risk, and past performance is not indicative of future results. You should consult with a qualified financial advisor before making any investment decisions. All investments are subject to market risk, including the potential loss of principal.

New York: 68-76 King Street, New York, NY, United States
London: 78 York Street, London, W1H 1DP, United Kingdom
Zurich: Claridenstrasse 20, 8002. Zurich

Wealth Management Group is authorised by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager and supervised by the Supervisory Authority FinControl Suisse.

Copyright © 2020-2026, Wealth Management Group AG. All Rights Reserved.