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DirectoryFinance & InsuranceFinancial ServicesChamPWA Private Wealth Advisors AG
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PWA Private Wealth Advisors AG

Summary

About the company

The core activity of Private Wealth Advisors AG (PWA) is the provision of wealth management services for high net worth individuals and families. This includes: financial planning and consulting, asset management and administration, risk management and insurance services, compliance and regulatory consulting, tax and legal consulting, succession planning and wealth transfer, and administrative services. The company positions itself as a Family Office and offers its clients comprehensive care and consulting in all matters of wealth management.

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Products & services

Industry:Financial Services
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Investment Management
Investment management with analysis of financial situation, investment objectives, risk profiles and horizon, plus asset allocation, banking relationships and due diligence on investments and external asset managers.
Philanthropic Management
Philanthropic management with philanthropic planning, establishment and administration of charitable institutions, donation strategy, technical and operational support, and formation of grant-making foundations and trusts.
Life Management
Life management for the administration of properties, private jets and yachts within family and wealth services.
Business and Financial Advisory
Business and financial advisory for debt syndication, mezzanine and bridge financing, structured financing, private equity, mergers and acquisitions, management buy-out and business development.
Estate and Wealth Transfer
Estate and wealth transfer with protection and transfer analysis, estate settlement administration, family governance guidance and planning for transfer to succeeding generations.
Training and Education for Families
Training and education for families with organisation of family meetings, delivery of education commitments and coordination of multigenerational education with outside advisers.
Risk, Insurance and Compliance Advisory
Risk, insurance and compliance advisory with risk analysis, insurance review, security and data protection topics, governance support, regulatory assistance and tax and legal advice.
Administrative and Reporting Services
Administrative and reporting services with invoice and tax payments, bank account opening, statement reconciliation, personnel and legal administration, plus asset, performance and tax reporting.
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Location

Luzernerstrasse 26
6330 Cham

At a glance

Legal form
Corporation
UID
CHE-358.635.453
Founded
2015 · 11 years
Last commercial register change
December 24, 2024
Employees
11 to 20

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