Optimus Family and Wealth Management AG

Wealth Management Mandates and Investment Advisory Mandates according to your investment goals.
Wealth managementInvestment advice

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

Our services

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.

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

Contact us

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