Our investment firm was founded as a family business in Switzerland, and we still strive to deliver a highly personalized level of service to our clients. We view ourselves as a steward of our clients’ investments, and we work with our clients to develop customized financial plans and investment portfolios. Our experienced investment management team will work closely with you to develop a portfolio that reflects your financial needs, your life goals, and your social and environmental values.

Holding Wuttke strives to ensure your long-term investment returns can support your life’s goals. Through wealth management services, we have been helping our clients successfully navigate through turbulent market cycles for nearly three decades.