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ACTIVE ADVISORY.
WEALTH MANAGEMENT.
WEALTH PLANNING & PROTECTION.
FAMILy office SERVICES.

Independence.
Entrepreneurship.
Technology.

CAT Wealth Management AG is a professional asset manager for private and institutional clients and also foundations. Traditional Swiss private banking meets state-of-the-art portfolio management philosophy.

1

CAT Wealth Management Ltd is a professional asset manager for private and institutional clients, and also foundations. Traditional Swiss private banking meets state-of-the-art portfolio management philosophy.

2

The management of Portfolio, Risk and Return is our passion - since 1988. Wealth planning and optimisation as well as family office services are in our DNA.

3

Trust is our highest asset. First we listen, understanding the needs of our clients is key in order to create each tailored investment strategy together with our clients.

CAT FINANCIAL GROUP

CAT FINANCIAL PRODUCTS

STRUCTURED PRODUCTS
WEALTH MANAGEMENT SOLUTIONS

CAT Financial Products AG is one of the leading Swiss providers of investment solutions in the structured products market. CAT Financial Products has been offering its services using the most innovative technologies to asset managers, banks and institutional investors with around 20 specialists in Zurich, Bern and Lugano since 2008.

Zurich - Bern - Lugano - Geneva - Dubai

CAT WEALTH MANAGEMENT

ACTIVE ADVISORY.
WEALTH MANAGEMENT.
WEALTH PLANNING & PROTECTION.
FAMILY OFFICE SERVICES.

CAT Wealth Management AG is a professional asset manager for private customers, institutional customers, pension funds and foundations. Through a targeted needs analysis, the risk capacity and willingness of the customers is determined and implemented using tailor-made solutions. We combine traditional Swiss private banking with state-of-the-art portfolio solutions.

Zurich - Bern

Our solutions

Active Advisory

Active Advisory and Consulting, Market News Chat, Access to Research and Trade Ideas

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Active Advisory

Active Advisory and Consulting, Market News Chat, Access to Research and Trade Ideas

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Asset Management

Asset management and advisory is our core competence and passion

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Asset Management

Asset management and advisory is our core competence and passion

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Wealth Planning

Financial planning and optimisation Preparation of pension, tax and estate planning

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Wealth Planning

Financial planning and optimisation Preparation of pension, tax and estate planning

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Wealth Protection

Swiss Custodian Banks and Swiss Investor and Bank Deposit Protection

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Wealth Protection

Swiss Custodian Banks and Swiss Investor and Bank Deposit Protection

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