Wealth Management Group AG operates with a strong commitment to ethical conduct, transparency and the principles of responsible wealth management.
We adhere to the legal and regulatory framework applicable to financial service providers in Switzerland and maintain governance practices designed to safeguard our clients’ interests, privacy and assets.
This page outlines the key legal and compliance information relevant to clients and visitors of our website.
Wealth Management Group AG provides wealth advisory and family-office services within the scope of Swiss financial regulations.
Our activities are conducted in accordance with:
We maintain internal policies for due diligence, client onboarding, risk management, conflicts of interest and ongoing monitoring, in line with Swiss best practices for financial intermediaries.
Wealth Management Group AG acts independently and does not promote in-house financial products.
We do not accept commissions, retrocessions or incentives that could influence our recommendations.
All advisory and wealth-planning guidance is provided on a fully transparent, conflict-free basis.
Any potential conflicts are identified, disclosed and managed in accordance with Swiss standards of integrity and fiduciary care.
In compliance with the Swiss Anti-Money Laundering Act (AMLA), we conduct appropriate due diligence on all clients, including:
These measures protect both our clients and the integrity of the Swiss financial system.
We uphold the highest standards of professionalism, confidentiality and diligence in all client interactions.
Our duty of care includes:
We aim to deliver clarity, fairness and long-term alignment at all times.
Wealth Management Group AG is committed to safeguarding personal and financial information with strict confidentiality.
We comply with:
Client information is only collected when necessary, never sold or transferred without consent, and stored in secure systems with restricted access.
For website users:
Non-personal browsing data may be collected for analytics and optimisation.
Personal information submitted via contact forms is used exclusively for responding to enquiries.
By accessing this website, you acknowledge and agree to the following:
The content on this website does not constitute:
All services are offered only after appropriate onboarding, regulatory checks and a formal client relationship agreement.
Any legal disputes shall be subject to the jurisdiction of the competent courts in Zürich, unless otherwise required by mandatory law.
If you have any questions regarding compliance, data protection or legal matters, you may contact us directly:
Wealth Management Group AG
Claridenstrasse 20
8002 Zürich
Switzerland
Email: info@wealthmanagementgroupag.com