INNOVATIS (Suisse) AG is an independent Swiss wealth management company licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets. The firm specializes in providing comprehensive financial services including discretionary and advisory asset management mandates, as well as multi-family office services. Their primary mission is to preserve and grow the wealth of their clients through personalized, independent, and transparent strategies. They cater to a clientele of private individuals, family offices, and foundations.

Founded in

Switzerland