Founded in 2004, Seneca Invest AG is a partner-managed wealth management firm based in Wollerau, Switzerland. The company operates independently of banks, focusing on providing personalized asset management and investment advice tailored to the individual goals of its private clients. Its investment philosophy is rooted in a value-oriented, long-term approach, aiming for sustainable capital growth and preservation. Seneca Invest AG is a member of the recognized Self-Regulatory Organization (SRO) AOOS (Schweizerische AG für Aufsicht).

Founded in

Denmark