Aquila, Weiss & Company AG

Overview

Aquila, Weiss & Company AG provides family office services designed to preserve and develop clients’ wealth. Its model can be comprehensive or focused on selected topics, adapting to each client’s objectives and wishes.¹

The firm describes its service as personal, with a dedicated contact for wealth matters and support from strategic advice through operational implementation.²

Services

Services include investment management, real estate matters, entrepreneurial projects, art, philanthropy, and tax, organizational, and administrative tasks.³

The firm says it supports clients and their families across generations through forward-looking advice and coordinated implementation.³

Through its partnership with Aquila AG, Aquila, Weiss & Company says it can provide clients with a broad range of financial services.⁴

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client Focus

The firm works with clients and their families on wealth matters that may span investments, property, business projects, art, philanthropy, and administration. Its flexible service model allows the relationship to concentrate on particular needs or cover a broader range of family office responsibilities.¹

Approach

Aquila, Weiss & Company says it has no preference for a particular asset class and does not sell proprietary products. The firm presents this structure as a way to center advice on each client’s individual goals and wishes.⁴

The firm reports that management holds a majority ownership stake.⁴

Registration

Aquila, Weiss & Company identifies itself as an independent wealth manager supervised by the Swiss Financial Market Supervisory Authority, FINMA. FINMA’s published list of licensed and supervised portfolio managers and trustees includes Aquila, Weiss & Company AG in Zurich.⁵

FAQs

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Sources

1. Aquila, Weiss & Company AG overview
2. Aquila, Weiss & Company AG offering
3. Aquila, Weiss & Company AG firm profile
4. FINMA list of licensed and supervised portfolio managers and trustees

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.