Investment Platform
Investment Platform
Investment Platform
Legal Policies
×
Home
Investment Platform
About us
Contact us
Client Login
Wealth Management

See clearly.
Act confidently.

Whether you take a self-directed approach or collaborate with an adviser to build a customised portfolio , we deliver curated opportunities for high-net-worth and professional investors.

Get started
Wealth Management

Joint Success, Built to Last

Welcome to Wealth Management Group. We are committed to empowering clients to achieve their financial goals through strategic, personalised wealth management solutions.

Since our founding in 2011, we've grown into a trusted global wealth management firm, proudly serving over 9,000 retail and institutional clients. With offices in the United States, United Kingdom and Switzerland, we combine local expertise with a global perspective to guide and support every financial journey.

Our Mission
To deliver innovative investment strategies and exceptional financial guidance.
Our Expertise
We combine deep industry insights with a client-first approach to create tailored solutions.
Global Reach
Our offices across two continents ensure we provide global opportunities with a local touch.
Personalised Service
We prioritize building lasting relationships, offering bespoke solutions to suit your needs.
Proven Performance
A track record of disciplined investment and consistent returns underpins our commitment to excellence.
Investment Management
Strategic portfolio construction and active management to align with your goals.
Financial Planning
Expert advice on budgeting, retirement planning, tax strategies, and more.
INVESTMENT PLATFORM

All your investments in one place

 
Private Equity
We provide exclusive access to high-potential private equity opportunities, helping you invest in companies poised for significant growth before they go public.
Managed funds
Our managed funds offer a dynamic way to grow your wealth while benefiting from the expertise of seasoned investment professionals.
Fixed Income & Bonds
We craft tailored fixed income strategies that prioritise stability and consistent returns, by selecting a mix of high-quality bonds and fixed income securities.
Mutual Funds & ETFs
We select mutual funds and ETFs to provide excellent growth potential for your portfolio. Top-performing funds across various sectors, help you achieve broad market exposure.
Digital Assets
We offer a strategic approach to digital assets, helping you invest in cryptocurrencies and blockchain technologies, capitalizing on emerging trends and diversifying your portfolio.
Stocks & Shares
We help you build a diversified equities portfolio, carefully curated to not only reduce risk but also to significantly outperform traditional index funds.
Our Values

Fully invested in our clients success

Integrity
  • We say what we mean, and we do what we say. We are honest with our clients, colleagues, partners, and ourselves.
  • We keep our word and deliver on our promises. 
  • We put the best interests of our firm and clients ahead of ourselves. 
  • We tell the truth and deal with bad news as promptly and openly as good news.
  • We always do the right thing. And then the right things happen.
Innovation
  • We always think about what's next and win by relentlessly innovating. We never stop getting better.
  • We understand our product, take pride in our craft, and spend time doing things right and with care - no shortcuts and no compromises.
  • We never stop asking questions or learning from our clients and each other.
  • We work hard and smart. We know there is always a better way, and we don't rest until we find it. 
Clients
  • We are obsessed with going above and beyond for our clients every day.
  • We understand our clients' better than anyone and are never afraid to ask our clients "Why?" We use that level of understanding to create products and services that continuously improve their performance.
  • We solicit, value, and listen to all our clients' ideas and feedback.
Collaboration
  • We solve complex problems for our clients, which is only possible when we pool our talents. 
  • We know our goals are achieved through teamwork. We recognize and prize our teammates' strengths and work together to meet challenges.
  • We leave our egos at the door and let the best ideas win.
  • We compete and win as one - One Wealth Management Group.
Ownership
  • We are collectively and individually responsible for creating value for our clients and our firm. We are both the first and the last line of defense. 
  • We don't wait for our teammates to ask for help. We are proactive when we see an opportunity to contribute. 
  • We hold ourselves accountable and constantly raise our standards. When we see a problem, we take it on and then own the solution. 
Passion
  • We are driven by our ambition to transform our industry and lead change which fuels personal pride in our work and our brand.
  • We care deeply about our clients and each other. 
  • We are always hungry to learn more, innovate, and uphold our high standards.
Statistics

Strength in numbers

9000+
CLIENT ACCOUNTS
Trust us to manage their portfolio and grow their wealth.
150+
EMPLOYEES
Work globally between our three major offices.
9+
BILLION DOLLARS
Worth of assets under management in the last 14 years.
Products

Financial Products

Discover the different types of investments and services at your disposal.

Private Equity

High-growth companies tailored for long-term value and strong returns.

Managed Funds

Managed funds benefiting from the expertise of seasoned investment professionals.

Fixed Income & Bonds

Prioritise stability and consistent returns with high-quality bonds and fixed income securities.

Mutual Funds & ETFs

Diversify your investments with mutual funds and ETFs. Balanced growth and long-term success.

Digital Assets

Invest in cryptocurrencies and blockchain technologies diversifying your portfolio.

Stocks & Shares

Unlock the potential of stocks and shares tailored for long-term growth and success.

Risk Assessment

Risk Assessment informed decisions. Tailored for your risk tolerance and financial goals.

Industry Leading

Industry Leading Platform and Expert Advice

Our industry leading platform combines cutting edge technology with expert guidance to help you make confident, informed decisions. Whether you're navigating complex markets or seeking tailored solutions, our intuitive tools and seasoned professionals are here to support you every step of the way. Recognized for excellence and innovation, we deliver reliable insights and personalized advice that empower you to achieve your goals with clarity and confidence.

Talk to us today
Talk to us today

The information provided on this website is for informational purposes only and does not constitute financial, investment, or legal advice. Wealth Management Group makes no representations or warranties regarding the accuracy, completeness, or suitability of the content provided. Investments carry risk, and past performance is not indicative of future results. You should consult with a qualified financial advisor before making any investment decisions. All investments are subject to market risk, including the potential loss of principal.

New York Office: 68-76 King Street, New York, NY, United States
London Office: 78 York Street, London, W1H 1DP, United Kingdom
Zurich Office: Claridenstrasse 20, 8002. Zurich

Wealth Management Group AG is Authorised by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager and supervised by the Supervisory Authority FinControl Suisse.

Copyright © 2020-2025, Wealth Management Group AG. All Rights Reserved.