IMM Wealth Management AG
Asset Management / Wealth Management · Zug, Zug
IMM Wealth Management AG is a Swiss asset management / wealth management company based in Zug, Canton of Zug (UID CHE-114.717.139).
Board members & signatories
- Shimon Rabin — Präsident des Verwaltungsrates
- Assaf Mucznik — Mitglied des Verwaltungsrates
- Marco Santi — Delegierter des Verwaltungsrates
Registered purpose
Die Gesellschaft bezweckt die Erbringung von Finanzdienstleistungen in und von der Schweiz heraus, namentlich individuelle Vermögensverwaltungs- und Anlageberatungsdienstleistungen für primär professionelle Kunden nach Massgabe des Finanzdienstleistungsgesetzes (FIDLEG) und ist entsprechend als Vermögensverwalter gemäss Art. 17 FINIG tätig. Die Gesellschaft kann Zweigniederlassungen und Tochterges…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What IMM Wealth Management does
OFFERING
IMM Wealth Management AG provides wealth management and family office services, focusing on planning, implementing, and monitoring wealth strategies. Their offerings include asset allocation and investment advisory, offshore company and trust formation, tax and legal assistance, estate planning, philanthropy, portfolio management, private equity and real estate investments, and structured products.
Unlock the full analysis →Similar companies
- VT Wealth Management AG — Asset Management / Wealth Management · Zürich
- Wealth Management Group AG — Asset Management / Wealth Management · Zürich
- SSI Wealth Management AG — Asset Management / Wealth Management · Bäch SZ
- Swiss Group Wealth Management AG — Asset Management / Wealth Management · Pfäffikon SZ
- Swiss Wealth Consulting AG — Asset Management / Wealth Management · Winterthur
- Wealth Management Zürich AG — Asset Management / Wealth Management · Zürich
Find every asset management / wealth management company in Switzerland
Alpintel searches all 710,000 Swiss companies with AI — filter by industry, size, revenue, region and ownership in seconds.
family-owned asset management / wealth management companies with 50+ employees…Search →Full profiles from CHF 49/month · Cancel anytime