Montello Private Finance AG is a Swiss-based independent asset manager located in Pfäffikon SZ. The company was founded to provide clients with unbiased financial advice, free from the conflicts of interest often found in larger banking institutions. It offers a range of services including discretionary and advisory wealth management, family office services, investment advice, and real estate financing. The firm emphasizes a long-term, transparent, and client-centric approach to preserving and growing wealth. Montello Private Finance AG is a member of the self-regulatory organization PolyReg, which is recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

United Kingdom