Wealth Coordinators AG

Wealth Coordinators AG is an investment advisory and asset management boutique in the heart of Zurich with an international clientele in a long-standing tradition. Our employees have many years of experience with renowned banks in Switzerland and abroad.

Our philosophy

Keeping customer promises is the basis of our actions. Your long-term financial success is our personal motivation.

To this end, we continuously analyze markets and securities, make investment decisions and monitor the development of your assets within the scope of the mandate.

Transparency, fairness and passion in serving private and institutional clients form the basis of our credibility.

We are independent

We manage your assets for you at your house bank. Thus we always stand between you and your house bank but on your side. Product-neutral and with a transparent price structure. You benefit from negotiated discounts on custody fees and transactions.

We invest successfully and sustainable

We take a rules-based, holistic and objective approach to investing. We take into account all investment approaches, but combine them with the behavior of investor groups on the stock markets. Excess returns are not a product of chance.

Added value

We have a network of added value for our clients in all our core markets. From Eastern Europe to the UK, from Benelux to Italy and Spain, we are in constant contact with local experts in order to be able to competently meet all of our clients' financial needs, including family office services and relocations, from a single source.

For our Swiss clients, we offer individual mandates in the areas of 1e, BVG, 3a and vested benefit plans, tailored to your personal needs or your company.As a Swiss asset manager, Wealth Coordinators AG is subject to the Financial Services Act (FIDLEG), which on the one hand contains regulations on the offering of financial services and financial products and on the other hand contains protective mechanisms for investors. For details please refer to the information letter.

FIDLEG Information letter_DE

Daniel Munari
+41 44 213 68 94
[email protected]

[email protected]
Wealth Coordinators AG
Bahnhofstrasse 43
8001 Zurich