Wealth, managed with precision.

Private wealth management, appointed by leading firms to advise their clients one-to-one — with one disciplined process and a record built since 2008.

01Heritage

Since 2008.

Markets have changed more in eighteen years than in the fifty before. The way we look after capital has not.

Experienced judgement, careful research and precise execution have guided every portfolio we manage from the very first day. It is why more than 140 client families and companies trust us today, and why 98% renew their mandate every year.

Read our story→

Two Moritz Wealth specialists reviewing a model on screen

18 years

of data-led investing, through every kind of market

2008

The first strategy

Our first data-led strategy goes live in the autumn of the financial crisis — and holds its course.

2011

Built in-house

We develop our own execution systems to place orders quietly and at the best available price.

2014

Moritz Wealth

The firm is founded and begins advising clients on behalf of partner institutions.

2019

Across borders

Multi-currency portfolios for clients who earn, live and retire in different countries.

Today

Trusted by institutions

Established financial companies entrust us with their clients, one relationship at a time.

02Founder

Jonathan Moritz

“A model can tell you what the evidence says. It takes a person to tell you what it means for your family.”

Jonathan founded Moritz Wealth in 2014 to bring the discipline and depth of institutional investing to the clients of the companies we partner with. He oversees every mandate personally, while each client is looked after one-to-one by a dedicated specialist.

CFA charterholder, MSc from the University of St. Gallen, eighteen years with private and corporate clients — most of them cross-border.

Full biography →

Evidence over excitement

03Standards

Care you can see.

Every portfolio decision is researched, reviewed by two specialists and recorded with its reasoning — so you always know what we did, and why it serves your goals.

Your assets, in your name

Held at UBS Switzerland AG or Bank Julius Bär — two of Switzerland’s most respected custodian banks.

Clarity from day one

Objectives, risk profile and reporting agreed together and set out in one clear document.

Four eyes on every decision

Each allocation is prepared by one specialist and confirmed by a second before it is placed.

A personal review each quarter

Clear reporting and a conversation with your advisor about what happened, and what comes next.

See how we report →

A Moritz Wealth decision log on the desk

Legal entity

Moritz Wealth AG
CHE-412.867.305

Supervision

FINMA-licensed portfolio manager
OSIF member no. 2871

Custodian banks

UBS Switzerland AG
Bank Julius Bär & Co. AG

Professional indemnity

Zurich Insurance
€10 million cover

04People

The people behind your portfolio.

Meet the team →

The boardroom where every mandate is reviewed

Jonathan Moritz2014

Founder · Lead advisor

Chairs every mandate review and stays your first call.

Daniel Keller2015

Head of research

Former equity analyst. Leads the research behind every strategy we run.

Julien Arnaud2017

Models & allocation

Designs the portfolio and currency models behind every mandate.

Samuel Adeyemi2014

Chief risk officer

Thirty years at Swiss private banks. Keeps every portfolio true to plan.

Clara Hofmann2018

Client operations

Onboarding, custodian liaison and reporting. Your day-to-day contact.

05Services

What we provide.

Established financial companies entrust us with their clients. Each relationship is then looked after one-to-one by a dedicated specialist, on behalf of the institution that introduced you.

Wealth Advisory→

Long-horizon planning, portfolio construction and disciplined stewardship for individuals and families.

Systematic Strategies→

Data-led research and precise, rules-based execution, engineered for consistency across markets.

Institutional Partnerships→

Leading firms appoint us to advise their clients one-to-one, to their standards and under their name.

Retirement & Pensions→

Pillar 2 and 3 planning, cross-border pensions and income that lasts as long as you need it.

Research & Insights→

Proprietary research and clear commentary that underpin every decision we make.

Reporting & Oversight→

Quarterly reporting, four-eyes review and a dedicated advisor for every client relationship.

06Journal

Written when there is something to say.

All articles →

Read article→

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07Client reviews

In our clients’ own words.

4.9/ 5

★★★★★

Average client rating
from annual reviews

★★★★★

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Published with each client's consent; surnames withheld at their request. Client statements describe individual experiences.

Read all reviews →

Begin with a conversation.

Whether you are reviewing an existing account or considering the next step, your dedicated specialist is one message away — by phone, email or WhatsApp.

Legal

Privacy policy

We handle a great deal of personal and financial information, and we take that responsibility seriously. This page explains, in plain language, what we hold, why we hold it and what you can ask us to do with it.

Who we are

Moritz Wealth AG is the controller of the personal data described in this policy. That means we decide how and why it is used, and we are answerable to you for it.

If you have a question about your data, or want to exercise any of the rights below, send us a message through the contact form and mark it "Privacy". It will be passed directly to the person responsible for data protection.

What we collect

When you make an enquiry: your name, how you would like to be contacted, the answers you choose in our contact form and anything you write in the note.

When you become a client: identification documents, information about your income, assets, tax residence and family situation, your investment objectives and your attitude to risk. We need this to give suitable advice and to meet anti-money-laundering rules.

For clients introduced by a partner institution, we also receive the details that institution shares with us under its agreement with you.

Why we use it

To reply to your enquiry and, if you become a client, to advise you, manage your portfolio and report to you.

To meet our legal and regulatory obligations, including identity checks, record keeping and reporting to the authorities where the law requires it.

We do not sell personal data. We do not use it for third-party advertising, and we do not build marketing profiles from it.

Who can see it

Only the specialists working on your relationship and our client operations team. Access is limited by role and logged.

Where necessary, carefully chosen service providers — our custodian bank, IT and hosting providers, and auditors — under written agreements that bind them to the same standards.

Partner institutions receive aggregate service reporting only. They never see your personal portfolio details without your written consent.

Transfers abroad

Some of our providers store data in the European Union or the United Kingdom, which offer a level of protection recognised as adequate. Where data has to go elsewhere, we use standard contractual clauses and additional safeguards.

How we protect it

Data is encrypted in transit and at rest. Client files are held on systems separate from this website. Staff receive regular training, and access rights are reviewed every quarter.

No system is perfectly secure, but if something ever goes wrong, we will tell you promptly and explain what we are doing about it.

How long we keep it

Enquiry details for up to two years, unless you become a client.

Client records for as long as the law requires after the relationship ends — typically ten years — and then they are securely deleted.

This website uses only the small number of technical cookies it needs to work properly. We do not use advertising or tracking cookies.

Your rights

You may ask to see the data we hold about you, have it corrected, receive a copy in a common format, or have it deleted where we are not legally required to keep it.

You may also object to how we use it or ask us to restrict its use. Send your request through the contact form and we will reply within 30 days.

If you are not satisfied with our answer, you have the right to complain to your local data protection authority.

Changes

We review this policy at least once a year. When we make a significant change, clients will be told directly rather than having to find it here.

Terms of use

These terms apply to anyone using this website. They are short on purpose, but please read them — by using the site, you accept them.

About this website

This website is published by Moritz Wealth AG to describe who we are and how we work.

Everything on it is general information. It is not an offer, a solicitation or a personal recommendation to buy or sell any financial instrument, and it should not be relied on as such.

Who it is for

Our services are provided to clients introduced through our partner institutions and to a small number of selected private clients.

Some services are not available in every country, and nothing on this website is directed at anyone in a jurisdiction where offering it would be against the law. It is your responsibility to check the rules that apply to you.

Accuracy

We take care to keep the content accurate and up to date, but markets, regulations and our own services change. Information may be updated or removed without notice.

Nothing here replaces the contracts, reports and documents you receive as a client. Where they differ, those documents take priority.

Journal articles

The articles in our Journal reflect the views of their authors at the time of writing. They are meant to explain how we think, not to tell you what to do with your money.

Figures and examples are illustrative. Before acting on anything you read, speak to your specialist.

Corporate log in

Access to the corporate portal is limited to authorised users of partner institutions.

Keep your access card number, key and password confidential, and never share them — not even with us. Tell us at once if you think they may have been compromised, and we will lock the account.

We may suspend access at any time if we suspect misuse or for security maintenance.

Links to other websites

Where we link to other websites, we do so for convenience only. We are not responsible for their content or their privacy practices.

Liability

We are not liable for any loss arising from the use of this website or reliance on its content, except where the law does not allow that liability to be excluded.

We also cannot guarantee that the site will always be available or free from errors, although we work hard to make sure it is.

Intellectual property

All text, images, the Moritz Wealth name and crest, and the design of this website belong to Moritz Wealth AG or its licensors. You may view and print pages for your own personal use, but may not copy, republish or reuse them without our written permission.

Governing law

These terms are governed by Swiss law. The courts of Zürich have exclusive jurisdiction, subject to any mandatory rights you have as a consumer in your own country.

Risk disclosures

Every investment carries risk, including the ones we manage. We would rather you understood those risks clearly at the start than discovered them later. The points below are general; your specialist will go through the ones that apply to your own portfolio.

General

The value of investments, and any income from them, can fall as well as rise. You may get back less than you originally invested.

Investing should be seen as a medium- to long-term commitment. Money you may need in the next few years is usually better kept in cash or short-term deposits.

Past performance

Past performance is not a reliable indicator of future results. This applies equally to simulated or back-tested results, which are produced with the benefit of hindsight and do not reflect real trading costs in full.

Systematic strategies

Many of our strategies are rules-based and use automated, machine-driven systems to analyse markets and place orders. They are designed, tested and supervised by our specialists.

Even so, no model can anticipate every market condition. Strategies can behave unexpectedly in unusual markets, data can be wrong or delayed, and technology can fail. We have controls in place for each of these, but they reduce the risk rather than remove it.

Market risk

Prices of shares, bonds, commodities and other assets move with economic news, interest rates, politics and investor sentiment. Diversification helps, but in a broad market fall most assets can drop at the same time.

Currency

Where investments are held in a currency other than your own, exchange-rate movements can increase or reduce your returns, sometimes by more than the investment itself has moved. We can hedge currency exposure, but hedging has costs and is never perfect.

Liquidity

Some investments, such as alternatives and private assets, may be difficult to sell quickly or at a fair price, particularly when markets are under stress. Where a portfolio holds them, we size them so that you are never forced to sell at the wrong moment.

Credit and counterparty

Bonds and some other instruments depend on the issuer being able to pay. If an issuer defaults, part or all of the investment can be lost. Your assets are held by an independent custodian bank in your name, separate from our own.

Gold and commodities

Gold and other commodities can be volatile, produce no income and may be affected by storage, insurance and tax considerations.

Tax

Tax treatment depends on your individual circumstances and on where you live, and it can change. We take tax into account in our planning, but we are not tax advisers. For specific questions, we will work alongside your own adviser.

Advice

Nothing on this website is personal advice. Any recommendation we make is given only after a full assessment of your circumstances, objectives and attitude to risk, and is confirmed to you in writing.

Last updated 1 September 2026.