Strategic management of your assets.

Technical Expertise for All Aspects of Your Assets
Across Generations.

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Financial expertise for generations

Now in its third generation, Beck Wealth assists families, entrepreneurs and investors in managing, structuring and transferring their assets. Our approach combines many years of experience, Swiss stability and personalised service for current and future generations.

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Beck Wealth 3 Generationen

Four companies – one solution

At Beck Wealth, four specialised companies work hand in hand to offer you all the services you need for your assets from a single source. Each company has its own focus and highest level of expertise. Together, they provide a comprehensive, perfectly coordinated solution that optimally supports your individual goals.

Beck Wealth Advisory AG

Asset Management

Advice and tailor-made investment strategies, from conservative portfolios to dynamic solutions.
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Beck Asset Management AG

US Asset Management

Individual asset management for US clients, with personalised support. SEC registered.
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Copaz T&T Consulting AG

Tax and Financial Advice

Efficient tax and pension planning for private and business structures, with an international focus.
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Copaz Trust Management AG

Trust Management

Establishment and administration of trusts and foundations – discreet, legally compliant and with the highest level of expertise.
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News & Insights

Here you will find the latest posts and insights from Beck Wealth:

News

Investment Wachst
Get more out of your money – with pillar 3a!

Isak Mosbacher

Relationship Manager

Pillar 3a is your personal pension provision – voluntary, flexible and attractive from a tax perspective. You decide how much you want to pay in and can deduct your contributions directly from your taxable income. This allows you to save on tax every year while building up your assets in ...

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Insights

Wealth management advice: More necessary today than ever before!

Josef Z. Beck

Relationship Manager

Is it Important to Seek Advice on Financial Matters?
The Answer Is Clear: Yes!
The financial demands on Jewish families have grown, while incomes and pensions are under pressure. At the same time, it is important to ensure that you are well provided for in old age. Forward-looking and personalised financial advice helps you to structure your assets sensibly, find suitable solutions and avoid costly mistakes. An advisor you trust understands your needs and supports you with experience and foresight, so that your future is built on a secure foundation.