The Beck Wealth Group has its origins in 1965. Founded as one of the first Jewish asset management companies in Switzerland, the name Beck Wealth has always stood for tradition and trust. The group is now in its third generation of family ownership.
As a comprehensive, independent financial services provider, our goal is to help you structure your assets, plan for the long term, and preserve and secure your life’s work. With our clear focus on client needs, we guarantee expertise, performance and top-notch service. Our experienced, internationally networked team is able to solve even complex issues while offering personal, flexible and individualised support.
Zurich as the centre of the Swiss financial market
Zurich is the centre of the Swiss financial market and the origin of Beck Wealth. Our Swiss quality and expertise are renowned beyond our national borders. The Swiss financial market is one of the world’s leading financial centres, known for its stability, discretion and innovative strength, and regulated by FINMA. Switzerland benefits above all from its political and economic stability and a liberal market economy system.
Stability and innovation at the heart of Europe
The Liechtenstein financial centre is a major international financial hub characterised by stability, quality and innovation. Nestled between Switzerland and Austria, the financial centre benefits from free market access to the Swiss and European Economic Area. This offers a favourable legal and tax environment, making it attractive to financial service providers and investors.