Personal Wealth Management in Switzerland
Since 1995, we have been assisting individuals, families, businesses, and institutions with their personalized investment needs. From our office in the heart of Switzerland, we develop wealth management strategies tailored to your goals, your life circumstances, and your personal risk profile.
Experienced Professionals for Your Assets
We’ve been by your side for over 30 years.
We provide personalized and independent service to individuals, families, family offices, and foundations. Together, we determine what goals you wish to achieve with your assets. We then develop an investment strategy tailored to your needs—either as a dedicated portfolio or through our funds.
We are licensed in Switzerland and Germany and are regulated by the relevant supervisory authorities. This provides you with peace of mind and supports our independent approach.
Working responsibly. Winner of multiple awards.
Let’s meet in person.
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What You Can Expect from Your Personal Financial Advisor
A dedicated point of contact
You’ll speak directly with experienced wealth managers and decision-makers. Your contacts understand your situation and will support you over the long term.
A Customized Investment Strategy
We tailor the management of your assets to your personal goals, your time horizon, and your risk tolerance.
Independent Decisions
Our investment decisions are guided by your agreed-upon strategy, not by the sales targets of a bank or product provider.
One-on-one conversations with you
At our office in Willen near Wolerau, close to Zurich, we’ll discuss your wealth management strategy with you in person, in a way that’s easy to understand and without unnecessary technical jargon.
In 3 Minutes: How Asset Management Works
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Current Market and Investment Outlooks
Your wealth manager in the heart of Switzerland
Personal wealth management thrives on trust, accessibility, and open communication. That is why we are available to our clients not only by phone or online, but also in person at our office in Willen near Wolerau, close to Zurich, Switzerland.
From here, our managing directors and portfolio managers serve high-net-worth individuals, families, and companies in Switzerland and beyond. You communicate directly with the people who develop your investment strategy and guide the decisions regarding your portfolio.
Wydler Asset Management AG
Korporationsweg 13c
8832 Wilen b. Wollerau
Switzerland
Do you have any questions?
Where can I find Wydler Asset Management in Switzerland?
Our Swiss office is located at Korporationsweg 13c, 8832 Wilen near Wollerau. We schedule in-person meetings on a case-by-case basis.
Do I have a personal financial advisor?
Yes. As a client, you will be assigned a dedicated personal contact who is familiar with your situation and your agreed-upon investment strategy. You will communicate directly with experienced client advisors, portfolio managers, and decision-makers.
Who does Wydler offer asset management services to in Switzerland?
We primarily serve individuals, families, entrepreneurs, companies, family offices, and foundations. The investment strategy is tailored to each client’s specific situation.
At what investment amount does it make sense to use an asset management service?
We do not have a fixed minimum investment amount. The key factor is whether personalized wealth management makes financial sense for your situation. We’ll discuss this openly and transparently during our initial consultation.
What sets Wydler apart from traditional banking advice?
As an independent asset manager, we develop and implement a customized investment strategy within the jointly agreed-upon parameters. Our focus is on the client’s goals, not on the sale of individual banking products.
Shall we get to know each other?
Schedule a no-obligation consultation. We’d be happy to answer your questions in person.