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Wealth Management

R & A Wealth Management offers an attractive platform for both independent asset managers and private bankers with an established client base. We provide:

  • An efficient platform and infrastructure (Finma licence as an asset manager, SAAM membership, compliance, accounting, IT, established relationships with custodian banks)

  • A professional organization run by experienced managers

  • An attractive working environment, both in terms of the team in place and the location (Zurich-Enge)

  • Professional in-house investment research (also used by third parties)

  • An attractive financial package.

To find out more, get in touch with Walter Thoma.

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