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DirectoryFinance & InsuranceExternal Asset ManagementCanobbioHouse of Wealth SA
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House of Wealth SA

Summary

About the company

House of Wealth SA is a financial services provider specializing in wealth management, risk management, asset management, and insurance brokerage services. The core activities include managing client assets, creating investment strategies, managing risks, and providing insurance solutions. The company offers its clients personalized and professional support in a trustworthy atmosphere.

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Products & services

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Wealth Management
Individually built wealth management with personal consultations, investment strategies aligned to profile, goals and experience, and a long-term orientation.
Fund Management
Management of a range of UCITS funds with equity, mixed and thematic strategies, plus dedicated investment vehicles for specific needs.
Financial Research
Independent financial research with conflict-free models, direct exchange with listed companies and a focus on under-covered niche names.
Insurance Advisory
360-degree insurance advisory for selecting suitable cover, optimising the portfolio and handling administrative support.
Investment Funds
In-house investment funds with stable, diversified strategies, including funds with global, Swiss and absolute-return approaches.
Actively Managed Certificates
Actively managed certificates with thematic and dynamic investment strategies, including Green Hydrogen Economy and Premium Income Index.
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Location

Piazza Colombaro 6
6952 Canobbio

At a glance

Legal form
Corporation
UID
CHE-223.636.405
Founded
2017 · 9 years
Last commercial register change
May 25, 2022
Employees
11 to 20

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