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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 Wealth Management AG

Our passion is the management of portfolio, risk and return in together with our clients. We create investment solutions and monitor the portfolio and risk using our state-of-the-art technology.

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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