HOLT Wealth Management is an independent financial services provider based in Switzerland, operating as a multi-family office. The firm specializes in providing comprehensive wealth structuring, succession planning, investment management, and global citizenship solutions to a clientele of wealthy families and entrepreneurs. Authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager of collective investment schemes, HOLT emphasizes a long-term, client-centric approach to preserving and growing wealth across generations.

Founded in

United Kingdom