Thomas Iller has worked in the wealth and asset management industry for over 35 years. During this time, he has led teams at international banks and, for the past 20 years, collaborated with like-minded professionals, managing significant assets for a global client base.
Building on this experience and having developed a range of financial solutions for high-net-worth individuals worldwide, Thomas has established IZ Wealth Management SA — a boutique-style firm. The company operates under an asset manager license granted by the Swiss regulator FINMA and focuses on delivering bespoke solutions in an increasingly complex global financial environment.
IZWM and its highly specialised team of advisers will focus on asset protection and growth, provide their client with the security, competence and professionalism to ensure that capital is optimised through various financial instruments and solutions.
IZWM bring not only experience but a track record of success over several decades.
Thomas looks forward to maintaining his existing relationships as well as welcoming new clients into his growing network.
Bespoke solutions to a market presenting growing challenges to the global financial landscape
Our Company
Our Values
IZWM is regulated as asset manager within the meaning of the Swiss Financial Institutions Act by the Swiss regulator FINMA and is subject to the ongoing supervision of the AOOS, a supervisory organization subject to FINMA’s oversight. IZWM is also affiliated with the mediation body OFS – Ombud Finance Suisse.
We have built a company in which most, if not all, of our business comes through private recommendations, by word of mouth. As such, our ethics form the foundation of our company.
Client protection, transparency, accountability, integrity, confidentiality, mutuality and performance form the cornerstones of our relationships with clients.
Why Choose IZWM?
Business may be about products and services; however, the most critical factor in the establishment of long-term business partnerships is linked to people.
IZWM is all about people and relationships developed over the long term through trust. Trust is built by offering our clients independent, well- tailored solutions, underlined by frequent and concise communication.
Our Business
IZ Wealth Management SA is a regulated independent asset manager company, which provides a comprehensive and bespoke range of financial solutions mainly to institutional and professional clients (e.g., high net worth individuals as well as family offices).
Our focus stems from the fact that each client is unique and represents different needs and priorities, which is why each solution is client specific.
IZ Wealth Management’s wealth solutions will help you deal with all the wealth management challenges you face today and tomorrow, as your needs evolve. We designed our solutions in the discretionary asset management field. We also connect clients with third party service providers active in the asset consolidation, family governance, wealth and tax planning, real estate property management and arts banking fields.
Responsibility
We are regulated by the Swiss regulator FINMA and subject to the ongoing supervision of the AOOS, a supervisory organization subject to FINMA’s oversight. IZWM is also an active member of SAAM- Swiss Association of Asset Managers. The codes of conduct in the areas of ethics, professionalism and financial integrity dictated by these bodies as well as deriving from the Swiss Financial Institutions and the Swiss Financial Services Acts insure client protection, including professional secrecy.
In addition to that, we undergo regular audits and all transactions are being monitored to comply with stringent financial regulations such as the Anti-Money Laundering Act (AMLA).
Our Partners
Contact
- Address
-
IZ Wealth Management S.A.
Passage de la Matze 6B
CH–1951 Sion
- Phone
- +41 27 203 57 60
- Mobile
- +41 79 312 36 56
- info@izwm.ch