Insignium Wealth Management AG is an independent asset management company founded in 2012. We offer honest asset management, independent and tailored to the needs of our clients. Our team of highly qualified professionals has held positions of responsibility in various financial institutions in the world's major financial centers. This shared experience, together with our expertise, commitment and integrity, sets us apart from our competitors and has made us a major independent asset management company in Zurich. Our aim is to help achieve an optimal balance between the protection and growth of wealth. To achieve these goals, we take into account key elements of wealth management such as personal risk appetite and ability, strategy monitoring, asset structuring, consolidation, taxation and succession planning.
View Top Employees from Insignium Wealth Management AGWebsite | http://www.insigniumgroup.com |
Revenue | $5.2 million |
Employees | 10 (6 on RocketReach) |
Founded | 2012 |
Address | 15a Ringstrasse, Dubendorf, Zurich 8600, CH |
Phone | +41 43 497 94 50 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies |
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The Insignium Wealth Management AG annual revenue was $5.2 million in 2024.
Jacobo Steiner is the Director and Co Founder of Insignium Wealth Management AG.
6 people are employed at Insignium Wealth Management AG.
Insignium Wealth Management AG is based in Dubendorf, Zurich.
The NAICS codes for Insignium Wealth Management AG are [523, 52, 5239, 52392, 523920].
The SIC codes for Insignium Wealth Management AG are [628, 62].