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DirectoryFinance & InsuranceExternal Asset ManagementWollerauAquila Momentum Invest AG
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Aquila Momentum Invest AG

Summary

About the company

Aquila Momentum Invest AG operates a service platform for independent wealth managers and family offices. The company provides support in legal, compliance and risk, accounting, HR, administration, IT, investment services and succession planning.

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Offering

Products & services

Industry:External Asset Management
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Services for independent wealth managers and family offices
All-in-one solution with Legal, Compliance & Risk, Fiduciary & Accounting, HR & Administration as well as IT & Applications for partner companies.
Investment Services
Portfolio Management & Advisory, investment strategies and model portfolios, market and investment publications, fund management, custody account analyses, investment proposals as well as mandates and institutional clients.
Succession planning
Support with succession arrangements for independent wealth managers, with experience, opportunities and solution approaches for early planning or concrete handovers.
Become a partner
Guidance with new incorporation, entry into an existing partner company or integration of an existing company, including onboarding, FINMA approval and group set-up.
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Secure profile

Location

Hauptstrasse 1
8832 Wollerau

At a glance

Legal form
Corporation
UID
CHE-114.334.270
Founded
2008 · 18 years
Last commercial register change
March 26, 2026
Employees
1 to 10

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