Independent
Asset Management in Zurich
Independent and neutral wealth management focused on long-term value creation and disciplined risk control.
FINMA SUPERVISED
30+ YEARS OF EXPERIENCE
TRUSTED SINCE 1995
Independent and neutral wealth management focused on long-term value creation and disciplined risk control.
Independent Solutions for Your Wealth
We Listen, Think Independently.
Act with Discipline.
Integrity
We act with transparency, discretion and a strong sense of responsibility, building every client relationship on trust and long-term commitment.
Client Focus
We listen carefully to understand each client’s objectives, priorities and risk profile, then tailor our advice and solutions accordingly.
Risk Discipline
We protect wealth through rigorous analysis, disciplined diversification, active monitoring and a consistent focus on risk control.
Expertise
Our experience, market knowledge and independent perspective support informed decisions and a long-term approach to wealth management.
Independent Thinking.
Leadership You Can Trust. Independent Perspective.
FINMA Authorised. Swiss Supervision.
Grimaldi & Partners AG is authorised by FINMA as a portfolio manager and subject to ongoing supervision by OSFINcontrol AG. The company is also affiliated with FINOS, the Swiss financial ombudsman service, supporting transparency, accountability and client protection.
Client Experiences That Speak for Themselves
Market Insights.
Independent Perspectives.
Questions About Your Wealth.
Clear, Independent Answers.
Answers to common questions about our approach,
investment management and client relationships.
How does Grimaldi & Partners manage investment risk?
Risk management is integrated into every stage of the investment process. Portfolios are built around each client’s objectives, risk profile and time horizon, with ongoing monitoring and disciplined diversification.
What does independent asset management mean for clients?
Independence allows us to focus solely on our clients’ interests. Investment decisions are made without product-driven incentives, supporting objective advice and transparent portfolio construction.
How is an investment strategy tailored to my objectives?
We begin by understanding your financial situation, priorities, time horizon and tolerance for risk. Based on this, we develop and continuously review an investment strategy aligned with your individual objectives.
Will I have a dedicated advisor?
Yes. Our clients benefit from a direct and personal relationship with a dedicated advisor who understands their objectives and remains available throughout the investment relationship.
Stay Informed.
Market Insights & Perspectives.
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