Fundraising FoxGWM AG
Family officeZug · 7 people tracked
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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
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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