Private Wealth Management
Zermatt Private Wealth offers investment strategies from tax planning and wealth transfer guidance to alternative investment opportunities and investment advice that will enable you to reach your wealth goals.
Superior Expertise
Public and private markets experts use capital markets and institutional trading to build institutional-grade investment portfolios.
Holistic Approach
We examine clients' financial, family, and lifestyle needs to build lasting wealth.
Curated Advice
Focus on understanding clients to personalize advice to their unique needs.
Institutional Portfolio Strategies
Sophisticated portfolio management leveraging institutional-grade investment strategies.
Alternative Investments
Access to private equity, hedge funds, and private credit with tailored solutions.
Capital Markets
Sophisticated solutions combining investment banking and institutional trading expertise.
Thematic Investment
Align portfolios with evolving market trends and emerging opportunities.
“We are constantly looking for situations where we are able to add value in a way that our competitors don't.”
Ready to Get Started?
Contact us today to learn how we can help you achieve your financial goals and take the next step toward lasting financial confidence.
Contact Us
