Whether you need individual advice, customized solutions, or rapid implementation – we're here for you. Retirement planning (pillar 3a/b), insurance, mortgages, taxes, business start-up

WINVEST - your family-owned, personal and independent asset manager since 2002. Professional and transparent portfolio management with personal and sustainable client care.

Bin mit der Firma SafeCore AG sehr zufrieden.

As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks. We have been assisting our clients in Lucerne for over 20 years. We look forward to hearing from you as well.