Traditional wealth management refers to exclusive financial advice for wealthy individuals and families.
The new Open Wealth Management covers the individual 360º support and advice for high net worth individuals and families in all areas of life along their entire life cycle. The value system and the individual lifestyle and stage are incorporated into the advice and provided support. Financial consulting remains essential, but is no longer the only service that must be provided comprehensively at the highest quality.
Trust and security continue to be core elements of the entire value proposition and must be further expanded.
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Swiss Open Wealth Association
Dufaux-Strasse 60
8152 Zurich (Glattpark-Opfikon) Switzerland