Independence
Your interests come first, with objective solutions tailored to your needs.
INDEPENDENT SWISS ASSET MANAGEMENT
Wealth, with
perspective.
Thoughtful investment management built around what matters to you.
FRAUENFELD, SWITZERLANDSCROLL TO EXPLORE
OUR APPROACH
Independent thinking.
Personal attention.
Your wealth is personal. Your investment strategy should be too.
The ILMAX AG is an independent Swiss wealth management firm specialising in serving private individuals, families and businesses. We develop tailored investment strategies and actively manage your assets in line with your individual objectives, needs and risk tolerance.
Our operations are licensed by the Swiss Financial Market Supervisory Authority FINMA.
Get to know usWHAT SETS US APART
A considered approach
to your wealth.
Independent advice, clear communication and an active approach to the things that matter.
Transparency
A clear compensation structure, regular reporting and control over your assets.
Experience
Over 25 years of experience in private banking and capital management.
Active management
Continuous portfolio monitoring and adaptation as markets change.
Competitive terms
We negotiate favorable banking terms and conditions for our clients.
More time for you
Entrust your assets to professionals and focus on what matters in your life.
HOW WE WORK
A relationship built
around you.
Expert guidance, with your assets held at the depositary bank you choose.
A clear structure, centered on your needs.
ClientAt the centre of the relationship
Personal advisor
ILMAX AGAdvisory and management
Cooperation agreement
Depositary bankBank of your choice
The client contracts directly with the depositary bank of their choice.
You choose the depositary bank. ILMAX AG provides advisory and management.