What our philosophy can do for you.
There is no one size fits all in wealth management. An individual and neutral approach is vital, especially in times of increasing regulation and standardisation. The founders of VT Wealth Management already foresaw in 2008 that the future of wealth management lies in the adoption of an entrepreneurial approach to managing client assets that is prudent, sustainable and free of conflicts of interest. Our approach combines the best of two worlds: the relevant values of traditional private banking, and the very latest methods and tools. Because lasting personal success depends on a vision based on many years of experience and tradition.
How we pursue your best interests.
We offer you as a private client the full range of wealth management, investment advice and asset consolidation services. We guarantee independent management and advice of the highest quality, as VT Wealth Management is owned entirely by our Management. We have no obligations toward any bank, nor do we have to take their interests or duties into account. Thus, we are subject to very little restriction in the selection of worldwide investment opportunities. This independence directly benefits you.
As an independent asset manager, we are supervised by the Swiss Financial Market Supervisory Authority FINMA. The following acts as independent auditors PricewaterhouseCoopers is our independent auditor.
How you always know what is in your portfolio.
All successful collaboration is based on trust. We are bound by our entrepreneurial sense of responsibility to offering you the greatest possible degree of transparency. We observe all statutory and ethical requirements and fully comply with all applicable guidelines in exercising our mandate. Our independence gives us the necessary flexibility to respond to our clients’ individual needs and explore absolutely all possibilities. We also provide our clients with the opportunity to view and track their own portfolios at any time of day or night online via secure login or via the VT app.