Swiss Group Wealth Management AG
Asset Management / Wealth Management · Pfäffikon SZ, Schwyz
Swiss Group Wealth Management AG is a Swiss asset management / wealth management company based in Pfäffikon SZ, Canton of Schwyz (UID CHE-424.170.379).
Board members & signatories
- Peter Isler — member of the board
- Jimmy Waldvogel — chairperson of the board
Registered purpose
Die Gesellschaft bezweckt die Beratung im Finanz-, Anlage-, Fonds-, Versicherungs- und Vorsorgewesen im Sinne einer umfassenden Vermögensplanung. Ferner bezweckt die Gesellschaft die Vermittlung und Vermarktung von Gesellschaften und/oder Gesellschaftsanteilen. Sie kann sämtliche mit der Beratung und Vermittlung zusammenhängenden Dienstleistungen übernehmen. Die Gesellschaft kann Zweigniederlassun…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Swiss Group Wealth Management does
OFFERING
Swiss Group Wealth Management AG provides independent financial planning and asset management services. They focus on personalized financial advice, including investment management, retirement planning, and estate planning, tailored to the needs of both individuals and small to medium-sized enterprises (SMEs).
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