About Moller Finance
Moller Finance International AG is a Swiss-registered financial services company established in 2018. Backed by a strong legal framework and transparent operations, we are committed to helping individuals and institutions grow and preserve wealth through secure and diversified investment strategies.
We operate under Swiss regulatory standards and have published a comprehensive white paper detailing our approach to sustainable wealth creation, client asset protection, and compliance. Our services are built on trust, innovation, and direct access to global markets through partnerships with respected banking and financial institutions. With Moller Finance, you gain more than just a financial advisor—you gain a long-term partner in strategic wealth management.
We operate under Swiss regulatory standards and have published a comprehensive white paper detailing our approach to sustainable wealth creation, client asset protection, and compliance. Our services are built on trust, innovation, and direct access to global markets through partnerships with respected banking and financial institutions. With Moller Finance, you gain more than just a financial advisor—you gain a long-term partner in strategic wealth management.
About Moller Finance
Our vision
As an independent wealth management firm, Moller Finance is dedicated to providing unbiased financial advice to our clients. Our goal is to create guidance that will enhance your financial future through a range of wealth management services, including portfolio management, financial planning, and accounting services.
Since there is no plan which will work for everyone, our team creates unique management objectives for each of our clients.
Since there is no plan which will work for everyone, our team creates unique management objectives for each of our clients.
Network
Moller Finance has developed an extensive network of tax, legal and other specialists around the world that benefits its clients.
Our custodian banks are leading global banks. We work with the largest publicly listed bank in Switzerland – UBS – as well as with the six largest private banks: Pictet & Cie, Julius Baer, Lombard Odier & Cie, Vontobel, UBP and J. Safra Sarasin.
We also have a strong relationship with the most prestigious banks in Monaco as well as in the US.
We structure products and investment solutions with the leading investment banks of this world in order we aim to get the best pricing and execution for our clients and invest in mutual funds and hedge funds from around the world.
We work with highly regarded attorneys and tax professionals who bring extensive experience to address our clients’ needs. Our unique network of experts in areas such as art collecting, copyright and real estate allow us to offer a unique value proposition to our clients.
Our custodian banks are leading global banks. We work with the largest publicly listed bank in Switzerland – UBS – as well as with the six largest private banks: Pictet & Cie, Julius Baer, Lombard Odier & Cie, Vontobel, UBP and J. Safra Sarasin.
We also have a strong relationship with the most prestigious banks in Monaco as well as in the US.
We structure products and investment solutions with the leading investment banks of this world in order we aim to get the best pricing and execution for our clients and invest in mutual funds and hedge funds from around the world.
We work with highly regarded attorneys and tax professionals who bring extensive experience to address our clients’ needs. Our unique network of experts in areas such as art collecting, copyright and real estate allow us to offer a unique value proposition to our clients.
Clients
Our clients are wealthy individuals, family offices and private foundations with liquid assets in excess of 500,000. They are coming from over 30 countries around the world. We share with them the same objective of wealth creation and preservation. Our global portfolios that are invested in all regions and currencies worldwide, combined with our extensive knowledge of sophisticated investment structures, allows us to advise clients from virtually any country in the world.
Our family office services are available to clients with assets in excess of 10 million. Please contact us to set up a meeting for a personalized consultation.
Our family office services are available to clients with assets in excess of 10 million. Please contact us to set up a meeting for a personalized consultation.
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