Our Values

IZWM is regulated as asset manager within the meaning of the Swiss Financial Institutions Act by the Swiss regulator FINMA and is subject to the ongoing supervision of the AOOS, a supervisory organization subject to FINMA’s oversight. IZWM is also affiliated with the mediation body OFS - Ombud Finance Suisse.

We have built a company in which most, if not all, of our business comes through private recommendations, by word of mouth. As such, our ethics form the foundation of our company.

Client protection, transparency, accountability, integrity, confidentiality, mutuality and performance form the cornerstones of our relationships with clients.