Our mission is to provide wealth management services that align with our clients' unique vision and purpose. We believe that financial success is about more than just accumulating wealth - it's about using that wealth to achieve one's long term vison. Through our customized approach, expert guidance, and innovative strategies, we strive to help our clients define their vision for the future and develop a plan to bring that vision to life. Our goal is to be the trusted partner that our clients turn to for comprehensive wealth management services that reflect their values, goals, and aspirations.
ConnectAssets WM AG is an independent asset management company based in Switzerland and is directly supervised by FINMA. As a Swiss asset manager, ConnectAssets WM AG is subject to the Financial Services Act (FIDLEG), which on the one hand contains regulations on the offer of financial services and financial products and on the other hand protective mechanisms for investors. For details, please refer to the FINSA Information Letter.
ConnectAssets WM is based in Zug, Switzerland
Named the most innovative country in the world for eight consecutive years, Switzerland itself is a globally interconnected platform with sophisticated skills, legal certainty and access to customized financing opportunities for international investors and businesses.
In the heart of Switzerland, the Canton of Zug, a world known technology hub, offers a robust platform for global growth due to its pro-business philosophy focused on innovation, easy accessibility of its government, international culture and access to powerful global networks.
What Sets Us Apart
We adhere to the highest moral and ethical principles. Integrity is the cornerstone of ConnectAssets WM, the basic principle that shapes every decision we take and stands for always putting our client’s best interest first. That is why our business model is not based on rebates from financial institutions or third parties, but we ensure that our clients benefit directly from the best conditions negotiated with our partners instead. Integrity is also reflected through our asset manager license granted by the Swiss Market Supervisory Authority (FINMA).
We understand how difficult it is to build up wealth. Our purpose is not to put it at risk, on the contrary, it is to protect and to grow it wisely. ConnectAssets WM has developed a robust investment process which allows us to offer consistent and sound returns to our clients over the long term. Our innovative ESG methodology enriches our analysis and helps us select companies with a greater potential versus their peers.
Trust is not a commodity. It must be earned through deserving it. Trust is built over time, through fulfilled commitments. Trust shows how reliable you are. We, at ConnectAssets WM, stand for our promises, our reliability, that is why we prefer to underpromise and overdeliver.
Complacency blinds one’s critical thinking and prevents from foreseeing the dangers that may arise along the way. We therefore strive to revisit our beliefs, challenge our practices and increasingly rely on technology to overcome the status quo and develop better ways to achieve our client’s objectives.