Optimus Family and Wealth Management AG

Wealth Management Mandates according to your investemt goals and Family Office Services.
Wealth managementFamily Office Services

We are a Swiss, independent, owner-managed Wealth Management Family Office providing pioneering and sustainable expertise in a full range of financial and asset management services.

Our strengths

Experienced and highly competent Flexible and strictly independent Stable and well established

Our services

Our core competence lies in wealth management. We provide various wealth management mandates. Our investment strategy is defined according to the investment goals of our clients. Customised solutions guarantee a high degree of individuality and professionalism.
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Highest quality standards through FINMA license

We have been licensed by the Swiss Financial Market Supervisory Authority « FINMA » since November 24, 2022 and are subject to their legal regulations in order to protect our clients.

FINMA Certificate (PDF)

Solves conflicts independently: the ombudsman's office

As a client-oriented company we are a member of the independent ombudsman office « FINOS », which is recognized by the Federal Department of Finance. In the event of any differences of opinion between us and our clients, the ombudsman’s office offers a neutral, objective and constructive attitude towards finding an win-win solution.

Optimus Family and Wealth Management AG

Bahnhofstrasse 106 8001 Zurich | Switzerland

T +41 (0)44 228 66 71 F +41 (0)44 228 66 76

diego.piccoli@optimusfamily.com

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