Overview

ERSI Wealth Management

Information by Research TrustFinance

https://www.ersi.ch/

Founded in 2021, ERSI Wealth Management SA is a Swiss-based independent asset management company. It is authorized by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager. The firm's mission is to provide bespoke wealth management solutions built on a foundation of trust, transparency, and a long-term client-centric approach. ERSI serves both private and institutional clients, offering services that include discretionary mandates, investment advisory, and comprehensive financial consulting, with a focus on preserving and growing client capital.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service