Born in Graz and seasoned in Vienna’s banking halls, Jonathan Moritz has spent the past 18 years turning numbers into narratives that build prosperity. After a decade with Raiffeisen Bank International and Erste Bank -where he managed portfolios for high-net-worth Austrians and Eastern-European institutions - Jonathan accepted an invitation to Zürich. Since 2016 he has advised clients from his Hardturmstrasse office, guiding more than CHF 120 million in assets with a single guiding principle: your money should work harder for you than any bank ever will.
Cross-border perspective. Raised in a Slovene-speaking household, fluent in English, conversational in Russian, Jonathan bridges cultures as easily as he blends asset classes.
Data-driven, plain-spoken. Expect clear explanations, not jargon. Every allocation is backed by research; every risk is quantified.
Personal stake. As a father of four and an early-retirement aspirant himself, Jonathan plans his own capital with the same rigor he applies to yours.
What We Do
FocusWhy It Matters Tailored Portfolios Swiss equities for stability, global growth names for upside, alternatives for inflation protection. No boilerplate models-every mandate starts with a blank sheet. Holistic PlanningRetirement targets, tax efficiency, estate considerations-integrated into one actionable roadmap.Transparent Reporting Quarterly reviews, real-time portal access, and fees that are stated in Swiss francs, not fine print.
Our Philosophy
Preserve First, Grow Second. Risk management is the bedrock; returns are the reward.
Diversify by Logic, Not Fashion. Asset classes earn a place only if they strengthen the whole.
Act Long-Term, Communicate Short-Term. Markets fluctuate; your strategy shouldn’t feel like a mystery.
Financial mastery
Expert Guidance For Your Wealth
Schedule an appointment to discuss your goals. The first consultation is free, confidential, and obligation-free!
Working with Jonathan Moritz has been a game-changer for my financial strategy. His ability to break down complex investment such as Cryptocurrencies into simple, actionable steps made it easy for me to understand my options. I was able to participate in the projects which I never knew was possible. My investment grew astronomically during past 7 years I've been with him. I couldn't have asked for a better advisor during such a crucial time in my life.
I have worked with several financial advisors over the years, but none have matched Jonathan Moritz's level of professionalism and insight. From our first meeting, it was clear that he understood my unique financial situation and crafted a personalized plan that fit my needs perfectly. Jonathan's attention to detail and unwavering commitment to his clients truly set him apart. I appreciate his honesty and directness, which makes our conversations productive and focused. With Jonathan's guidance, I feel more empowered and informed about my investments than ever before.
When I first started working with Jonathan, I’ll admit—I was hesitant. Trusting someone with my investments is not easy, and it took me some time to fully buy into his approach. But over the months, his thoroughness, transparency, and consistent results earned my confidence. Today, I couldn’t imagine working with anyone else. Jonathan has turned my initial skepticism into genuine trust, and my portfolio has never been in better shape.
I cannot recommend Jonathan Moritz highly enough! His pragmatic approach to financial advising has transformed the way I view my investments. Jonathan takes the time to explain strategies clearly, ensuring I am well-informed and comfortable with each decision. He’s always available to answer my questions, no matter how trivial they may seem. Jonathan’s work ethic is inspiring, and his dedication to helping me achieve my financial goals is evident in every interaction. I feel lucky to have him as my advisor; he has truly changed my financial outlook for the better.
Jonathan is more than just a financial advisor—he’s a true partner in managing my wealth. He takes the time to understand my long-term goals and always provides clear, well-researched advice. Whether it’s navigating market volatility, diversifying my portfolio, or planning for the future, his guidance has been invaluable. I trust him completely, and that peace of mind is priceless.
Jonathan has been my trusted financial advisor for years, and his insights into emerging investment trends have always been ahead of the curve. Back in 2015, when most advisors dismissed Bitcoin as a passing trend, he provided a balanced, data-driven perspective that helped me make informed decisions. Thanks to his guidance, I took a calculated risk—and it paid off. His ability to see both opportunity and risk is what sets him apart.
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Awards & Honors Commended for Client Trust and Service
In a competitive field of hundreds of advisors across Switzerland, Jonathan was selected as one of the Top 10 Emerging Independent Advisors in Zürich. The criteria included:
Demonstrated client satisfaction and long-term portfolio performance
Innovation in personalized investment strategies
Specialization in cross-border financial planning for EU professionals and expats
Transparent, no-commission fee structure
Jonathan was nominated and selected as a SME finalist among 150+ advisors across Europe for his work on integrating AI-driven tools into practical, human-first portfolio planning. His submission included:
A case study on using machine learning for portfolio risk modeling
A framework for introducing clients to alternative assets like AI-focused ETFs and digital infrastructure plays
A forward-model for retirement portfolios
This recognition is based entirely on client feedback, collected anonymously across key areas of financial advisory service. Jonathan was awarded for outstanding scores in:
Discretion & confidentiality (essential for high-net-worth clients and professionals)
Responsiveness to client needs during volatile markets
Clarity in portfolio communication and documentation
