Founded in 2005, Optima Wealth Management AG is an independent financial services company based in Zurich, Switzerland. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Association of Asset Managers (SAAM). Optima Wealth specializes in providing comprehensive wealth management, asset management, and family office services to a global clientele of high-net-worth private individuals, families, and foundations, with a mission to preserve and grow their clients' capital through personalized investment strategies.

Founded in

New Zealand