GWM AG
Family officeZug · 7 people tracked
Investment thesis
GWM operates as a boutique wealth and asset management firm serving private clients through long-term relationships. It provides discretionary and advisory mandates covering all asset classes, favoring direct investments in fixed income and equities over collective schemes for greater transparency. The firm emphasizes tax-efficient management, considering both gross returns and tax implications tailored to each client's residence, and may use yield-enhancing tactics such as selling exchange-traded derivatives. GWM also offers proprietary Actively Managed Certificates (AMCs) covering global equity, global fixed income, and digital assets strategies. Through partner banks it secures competitive conditions based on high business volume.
Source: firm website, verified Aug 3, 2026.
Team · 7 people
from the firm's website
A wealth management advisor with nearly 30 years of experience, having held senior roles at Credit Suisse Group and led the Eastern European Desk at Clariden Leu London. He holds degrees in Engineering and Economics.
A wealth and asset management professional with over 20 years of experience at institutions including UBS and a Swiss boutique private bank. He holds a Bachelor's in Business Administration (Finance and Banking) and is a CFA Charterholder.
A wealth manager with over 16 years of experience, focusing on relationship management, wealth structuring, and financial planning. He began in IT before studying law and working at HSBC Private Bank and Credit Suisse.
A specialist in accountancy, tax consulting, and business law, and managing partner of Comnia Trust AG. He is a member of the Swiss Institute of Certified Accountants and Tax Experts.
A CFA charterholder with over 20 years in corporate finance, M&A, and transaction services, largely at PwC. At GWM she handles general banking activities, custodian bank liaison, and client wealth and tax planning.
A trading and portfolio management professional with over 30 years of experience, formerly CEO and Head of Trading & Asset Management at Valour (DeFi Technologies Inc). He has held senior roles at UBS and Nordea and leads crypto and digital asset innovation at the firm.
A legal, corporate, and compliance specialist with experience at law firms, trust companies, and multi-family offices. He holds an MLaw from a Swiss university and oversees legal, risk, and compliance matters.
Frequently asked questions
- What sectors does GWM AG focus on?
- GWM AG focuses on Sector Agnostic.
- Where is GWM AG located?
- GWM AG is headquartered in Zug, CH.
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