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DirectoryFinance & InsuranceExternal Asset ManagementZugUMA Wealth (Switzerland) AG
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UMA Wealth (Switzerland) AG

Summary

About the company

The UMA Wealth Group primarily focuses on wealth management and consulting for private clients and their families. The core activities include developing tailored solutions for wealth management, advising on wealth planning issues, and supporting the implementation of wealth strategies. The company also provides services in the areas of trust administration and risk management.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered9
Cross-border wealth planning
Highly personalized consulting for individuals and families on worldwide financial and corporate activities, including tax, accounting, wealth consolidation, risk analysis and long-term inheritance strategies.
Trust & estate planning
Trustee, wealth structuring and estate planning support, including estate and succession planning, trust services, private foundation services, private investment companies and corporate director services.
Governance services
Family governance and operating governance support, including family charter structuring, governance policies and procedures, board implementation, alignment of family principles and succession planning.
Fund services & corporate oversight
Fund and corporate administration for public and private fund structures, including UCITS, alternative funds, securitisation vehicles, holdings, partnerships and related corporate oversight.
Wealth consolidation, mapping & reporting
Wealth mapping and reporting for HNWI and families, including family wealth reviews, data aggregation, cash flow tracking, return analysis and fee monitoring.
Global family office services
Family office support for governance and coordination, including dedicated team setup, administration of existing legal and investment structures, and periodic operational reviews.
Trust protector services
Protector services for trusts, including consent on trustee actions, conflict reviews, periodic trust reviews, reporting to settlors and beneficiaries, and acting as successor protector.
Traditional corporate services and entity setup
Corporate entity setup and ongoing support, including domiciliation, corporate secretarial services, managing director services, accounting and reporting.
Dedicated trustee services
FINMA-authorized dedicated trustee services, including setup and supervision of dedicated trustee companies and related governance arrangements for family structures.
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Location

Neugasse 12
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-149.037.915
Founded
2016 · 10 years
Last commercial register change
May 22, 2026
Employees
21 to 50

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