A safe haven for your wealth.

All relationships are built on trust

When it comes to finding the right partner to help you manage your wealth, the decision is as personal as it is financial. More than just expertise and services, it is above all understanding that you will be considered as family.

We focus on USD 5 million assets and above. 

Core Values

We act as if your wealth was ours.
We suggest or invest only if we are all convinced.
We challenge our ideas… because markets remind us daily to do so.
We are transparent by clearly reporting the risks & rewards.

Who we are

Our client relationship is based on two simple principles:
Asking the right questions
Listening to your answers

In our discovery process, we explore together your wealth in a holistic way, of which:

Investment Management
Income & Retirement
Wealth Transfer
Trustee Services
Banking
Family Legacy
Philanthropy
Business Succession
Risk & Protection
Previous Financial Experience

80

+years

cumulated experience

Our expertise

Omega commits to act in its clients’ interests and provides the best experience in the industry.
As Omega’s client, you benefit from high-quality expertise rooted in a long financial market proficiency.

Our unique platform combines 80-years of professional experience.  

100

%

client focused

Our mission

Our mission is to be a leading provider in financial planning and investment management services. We seek to have our clients describe us as devoted to their financial goals and provide investment advice and service.

Omega’s near 100% client retention rate says it all on our dedication and is the result of a long- haul commitment. 

Regulations

Omega Wealth Management SA is regulated by ARIF**, a Self-Regulated Organization (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).

ARIF: “Association Romande des Intermédiaires Financiers” is a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). ARIF is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes”.

www.arif.ch/who-are-we

 

1

ecosystem