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DirectoryFinance & InsuranceExternal Asset ManagementZugIMM Wealth Management AG
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IMM Wealth Management AG

Summary

About the company

The core activity of IMM Wealth Management AG is the provision of wealth management and family office services for affluent families and individuals. This includes in particular: Planning: Definition of a wealth strategy tailored to individual needs and goals; Implementation: Selection and appointment of suitable financial institutions, investment managers and other service providers; Monitoring: Continuous monitoring of service providers and provision of an ongoing overview of the assets. The company thus offers comprehensive services for the management and administration of assets.

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Products & services

Industry:External Asset Management
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✓ Offered12
Wealth management and family office services
Asset management and family office services for affluent families and private individuals, broken down into planning, implementation and monitoring.
Investment advice and asset allocation
Investment advice, risk profile analysis and asset allocation with selection and implementation of the appropriate mix of liquid, illiquid, capital market and non-capital market investments.
Company, trust and foundation structures
Advisory and establishment of offshore companies, trusts and foundations for succession planning and tax optimisation in various jurisdictions.
Tax and legal advisory
Support with tax and legal questions via an international network of legal and tax specialists.
Estate planning
Estate planning for the tax-optimised transfer of assets to the next generation, with support from legal and tax specialists.
Philanthropy advisory
Advice on philanthropic structures and opportunities to use wealth for charitable purposes.
Portfolio management
Portfolio management for all or parts of accounts, including selection of suitable managers, financial jurisdictions and institutions.
Private equity and real estate investments
Support with private equity investments and real estate investments, including direct acquisition, stakes in ventures and real estate funds.
Tailor-made structured products
Tailor-made structured products with capital protection or return target, in different currencies and with underlying assets such as shares, indices, commodities, currencies and precious metals.
Account consolidation and reporting
Consolidated reports on all investments for an overall view, performance comparisons and a needs-based presentation of important information.
Fee negotiation and cost control
Negotiation of terms with bank partners and other service providers as well as ongoing monitoring of their activities.
Administration
Administrative and office services as part of wealth management.
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Location

Poststrasse 30
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-114.717.139
Founded
2009 · 17 years
Last commercial register change
April 14, 2023
Employees
11 to 20

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