Optimised Wealth Solutions AG is an independent asset management company based in Oberwil-Lieli and is directly supervised by FINMA. As a partner company of Aquila AG, it can draw on specific expertise in the areas of legal, compliance & risk, accounting and IT (outsourcing). Aquila AG has a banking licence and is also supervised by FINMA.
As a Swiss asset manager, Optimised Wealth Solutions AG is subject to the Financial Services Act (FIDLEG), which on the one hand contains regulations on the offer of financial services and financial products and on the other hand protective mechanisms for investors. For details, please refer to the information letter.
Financial Services Act_Infoletter_FINAL_Optimized Wealth Solutions AG
Domicile address
Aquila AG
Bahnhofstrasse 43
CH-8001 Zurich
Phone: +41 58 680 60 00
Aquila AG
PO Box,
CH-8022 Zurich
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