Services
PORTFOLIO MANAGEMENTIndependent Professional Wealth Management
Benefit from our presence in leading European financial centers and the deep expertise of our seasoned team. Our approach is guided by clearly defined investment principles, with a steadfast focus on quality, security, and long-term value.
| Classic wealth management |
| Customized financial advice |
| Asset control, oversight, and consolidation |
How can we support your wealth management needs?
We’ll be happy to discuss your personal requirements.
Beck WEALTH ADVISORY AG
Birmensdorferstrasse 123
8003 Zürich
T +41 43 268 68 58
FINANCIAL & TAX ADVICECustomized Personal Solutions for Your Assets
We collaborate closely with each client to craft tailored solutions, grounded in a deep understanding of their unique circumstances. Drawing on decades of diverse experience, our team provides comprehensive guidance with a flexible, client-focused approach. In a trusted partnership— often extending to our international network — we deliver valuable insights and actionable strategies.
| Tax planning, including cross-border considerations |
| Pension and retirement planning, asset structure planning |
How can we support your advisory needs?
We’ll be happy to discuss your personal requirements.
copaz Consulting AG
Birmensdorferstrasse 123
8003 Zürich
T +41 43 268 68 58
WEALTH MANAGEMENT FOR US CLIENTSAsset Management Services Exclusively for US Clients
As an SEC-registered non-bank financial advisor under the US Investment Advisor Act, we focus on providing wealth management services to our US clients. Developing customized investment strategies, we manage all assets with the utmost professionalism and independence, placing special emphasis on transparency, diversification, and planning for the longer term.
| Asset management for US clients |
| Wealth planning |
| Asset consolidation |
| Risk analysis and monitoring |
How can we support your wealth management needs?
We’ll be happy to discuss your personal requirements.
Beck Asset Management AG SEC
Birmensdorferstrasse 123
8003 Zürich
T +41 44 462 40 40
TRUST MANAGEMENTWealth Planning & Asset Preservation Across Generations
As trustees, we operate independently and are regulated by the FMA. Our international clients receive comprehensive, personal long-term advice as well as customized end-to-end services covering asset protection, wealth planning, and asset structuring.
Our team comprises fiduciary experts who draw on many years of experience to advise our clients on all matters related to their assets.
| Succession and wealth planning |
| Trust and foundation establishment and administration |
| Trust and fiduciary consulting |
| Asset structuring |
How can we support your trust management needs?
We’ll be happy to discuss your personal requirements.
PORTFOLIO MANAGEMENTIndependent Professional Wealth Management
Benefit from our presence in leading European financial centers and the deep expertise of our seasoned team. Our approach is guided by clearly defined investment principles, with a steadfast focus on quality, security, and long-term value.
| Classic wealth management |
| Customized financial advice |
| Asset control, oversight, and consolidation |
How can we support your wealth management needs?
We’ll be happy to discuss your personal requirements.
Beck WEALTH ADVISORY AG
Birmensdorferstrasse 123
8003 Zürich
T +41 43 268 68 58
FINANCIAL & TAX ADVICECustomized Personal Solutions for Your Assets
We collaborate closely with each client to craft tailored solutions, grounded in a deep understanding of their unique circumstances. Drawing on decades of diverse experience, our team provides comprehensive guidance with a flexible, client-focused approach. In a trusted partnership— often extending to our international network — we deliver valuable insights and actionable strategies.
| Tax planning, including cross-border considerations |
| Pension and retirement planning, asset structure planning |
How can we support your advisory needs?
We’ll be happy to discuss your personal requirements.
copaz Consulting AG
Birmensdorferstrasse 123
8003 Zürich
T +41 43 268 68 58
WEALTH MANAGEMENT FOR US CLIENTSAsset Management Services Exclusively for US Clients
As an SEC-registered non-bank financial advisor under the US Investment Advisor Act, we focus on providing wealth management services to our US clients. Developing customized investment strategies, we manage all assets with the utmost professionalism and independence, placing special emphasis on transparency, diversification, and planning for the longer term.
| Asset management for US clients |
| Wealth planning |
| Asset consolidation |
| Risk analysis and monitoring |
How can we support your wealth management needs?
We’ll be happy to discuss your personal requirements.
Beck Asset Management AG SEC
Birmensdorferstrasse 123
8003 Zürich
T +41 44 462 40 40
TRUST MANAGEMENTWealth Planning & Asset Preservation Across Generations
As trustees, we operate independently and are regulated by the FMA. Our international clients receive comprehensive, personal long-term advice as well as customized end-to-end services covering asset protection, wealth planning, and asset structuring.
Our team comprises fiduciary experts who draw on many years of experience to advise our clients on all matters related to their assets.
| Succession and wealth planning |
| Trust and foundation establishment and administration |
| Trust and fiduciary consulting |
| Asset structuring |