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DirectoryFinance & InsuranceExternal Asset ManagementFreienbachOptimus Family and Wealth Management AG
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Optimus Family and Wealth Management AG

Summary

About the company

The core activity of Optimus Family and Wealth Management AG is wealth management, in particular the investment management of assets according to the individual investment objectives of the clients, as well as the provision of Family Office services.

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Products & services

Industry:External Asset Management
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2
Asset Management
Asset management mandates based on agreed investment objectives and risk profiles; four investment strategies: conservative, balanced, growth-oriented and special mandates.
Family Office Services
Consolidation of assets from separate bank accounts, plus 360-degree support covering estate planning, inheritance arrangements, tax matters and change of domicile.
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Location

Kantonsstrasse 35
8807 Freienbach

At a glance

Legal form
Corporation
UID
CHE-358.833.800
Founded
2013 · 13 years
Last commercial register change
September 16, 2026
Employees
1 to 10

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