Experienced and highly competent Flexible and strictly independent Stable and well established
Our core competence lies in wealth management. We provide wealth management mandates and investment advisory mandates. Our investment strategy is defined according to the investment goals of our clients. Customised solutions guarantee a high degree of individuality and professionalism.
Financial Services Standards Association (VQF)
Optimus Family and Wealth Management AG has been a member of the VQF Financial Services Standards Association since February 2014. VQF has been an official self-regulatory organisation (SRO) recognised by FINMA since 1998 and an industry organisation for asset managers (BOVV) since 2009.