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DirectoryFinance & InsuranceExternal Asset ManagementBaarSalvum Wealth Monitoring AG
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Salvum Wealth Monitoring AG

Summary

About the company

The core activity of Salvum Wealth is to provide wealth management services to private clients, particularly high-net-worth individuals and families. This includes: portfolio monitoring and optimization, asset protection, succession planning, asset monitoring and analysis, and family governance. The company offers institutional-grade investment insights and personalized services to address the complexities of wealth management. With experience in dealing with affluent families and family-run businesses, Salvum Wealth has assets under management exceeding 6 billion euros.

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Products & services

Industry:External Asset Management
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Investment Oversight
Rigorous monitoring and analysis of investment portfolios with institutional-grade tools and methodologies; transparent insights and actionable recommendations for private clients, wealthy families, foundations and entrepreneurs.
Risk Management
Comprehensive risk assessment and mitigation strategies for investment portfolios, identifying vulnerabilities before they affect wealth.
Performance Analysis
Performance attribution and benchmarking against relevant indices, helping clients understand results and identify areas for improvement.
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Location

Lindenstrasse 16
6340 Baar

At a glance

Legal form
Corporation
UID
CHE-381.811.446
Founded
2015 · 11 years
Last commercial register change
March 4, 2026
Employees
11 to 20

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