Founded in 2005, iap investment & trust services ag is an independent financial services provider located in Zurich. The company is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets. Its core mission is to provide personalized and transparent wealth management solutions tailored to the individual needs and long-term goals of its clients. The firm emphasizes a partnership-based approach, offering services that include discretionary asset management, investment advisory, and comprehensive family office solutions, all free from conflicts of interest.

Founded in

Switzerland