BUILDING
WEALTH FOR
Wealth Management for the Next Generation by the Next Generation.
TOMMOROW
IAM
WEALTH
Personal. Digital. Sustainable.
With offices in Switzerland, Luxemburg and Germany, our partners, PT Asset Management GmbH and SwAM Asset Management AG, provide private banking services to individuals, companies, foundations, family offices, and institutional investors. Our portfolio management companies are under regulation of Swiss Financial Market Supervisory Authority (FINMA) and Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin).
800
customers
Around 800 satisfied customers trust IAM Wealth's partners with their investments.
25
Years of Expertise
IAM Wealth has been providing successful investment services for over 25 years and, together with its various partners, offers nearly 50 years of combined expertise.
+1 Billion
under management
Currently, there are over 1 billion euros unleveraged under management in Switzerland, Luxemburg and Germany.
