Insignium wealth management ag

Your wealth. Protected, grown, and passed on.

Insignium Wealth Management AG is a Swiss-licensed independent wealth manager serving private clients, entrepreneurs, and international families since 2012.

who we are

Founded in Switzerland in 2012, Insignium brings together senior investment advisors from leading international financial centres. With offices in Zürich, Madrid, and Vigo, we combine Swiss precision with international reach.

What we do

We provide independent wealth management, portfolio advisory and family office services tailored to the long-term needs.

We help clients navigate financial complexity with independent advice and a long-term perspective. By combining expertise, transparency and a personal approach, we create tailored solutions aligned with each client’s unique goals and circumstances.

The story behind the numbers.

Founded in Switzerland

Locations in Zurich, Madrid and Vigo

Custody Banks

FINMA

licensed · F01288948

> mio

Assets under management

> years

Average experience

OUR SERVICES

Choose how closely you want to be involved.

Wealth Management

Discover a personalised approach to wealth management built on independence, transparency and long-term thinking.

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Portfolio Advisory

Gain an independent perspective on your investments with expert advice focused solely on your interests.

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Family Office Services

Explore a holistic approach to managing wealth across generations, borders and family priorities.

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Value proposition

Three reasons clients stay with us.

Independent

We have no products to sell and no bank to please. Every recommendation we make is guided solely by your interests.

Holistic

We look beyond your portfolio. From investments to estate planning, tax coordination to family governance — we see the full picture. And where specialist expertise is needed, we draw on a trusted network of partners.

Long-Term

Wealth is a multigenerational challenge. We help you protect what has been built, enjoy it today, and ensure it carries forward.

COntact US

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We keep it simple — no forms, no waiting. Reach us directly.

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Work at insignium

Join a team that does things differently.

An independent wealth manager with a real sense of purpose and the freedom to put clients first, without the constraints of institutional banking. Growing across Zürich, Vigo and Madrid.

join us

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