About our company

Smart Wealth AG is a specialist investment advisory and wealth management firm that uses a verifiable active risk management methodology to protect long-term returns of portfolios under advice and management.

Our in-house constructed portfolios are transparent and easy to understand. They are implemented with the use of highly liquid exchange traded funds (ETFs).

Our proprietary methodology can be applied to any liquid traded investment instrument and therefore to portfolios of our clients’ own design, where required. Our clients can choose whether to employ our methodology through a direct investment advice, UCITS-compliant funds or individual managed accounts.

In Switzerland, we are a member of Polyreg (www.polyreg.ch) and PolyAsset (www.polyasset.ch)

PolyReg is a self-regulatory body recognised by the Swiss Federal Money Laundering Control Authority.  It is established according to the Swiss Money Laundering Act (MLA) and acts as regulatory and supervising organisation (SRO) for its members. Legal entities with a legal domicile within Switzerland acting as a financial intermediary, have to be regulated by law. A link to the online confirmation of Smart Wealth AG’s membership is here