Jacobo Steiner's Contact Details

Jacobo Steiner's Company Details

Insignium Wealth Management AG

Zürich, Zurich, Switzerland • 7 Employees
Financial Services

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.