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Wealth Management

for over 30 years

With over 30 years of experience in wealth management and a deep-rooted expertise in banking, we are able to offer our clients first-class advice. Our understanding of how the banking business works goes far beyond the superficial and enables us to tackle complex financial challenges.

Our client advice is characterized by a holistic approach that goes beyond short-term gains and aims for long-term financial goals. We consider it a personal responsibility to help our clients not only with their current financial decisions, but also to develop long-term strategies to protect and grow their wealth over the years.

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Our passion and commitment to our work is reflected in our performance and client-focused approach. We strive to always achieve the best for our clients and put their individual needs and goals at the center of our advice.​

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We believe that the key to successful wealth management lies in building a trusting relationship with you and handling your financial affairs with the utmost care and attention. Thanks to our many years of experience and in-depth knowledge, we are able to help you make informed decisions that secure and optimize your financial future.

Our partners

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Florian J. Süss

Managing Partner

Florian Süss trained as a private banker at UBS, Credit Suisse and Julius Baer. With over 20 years of experience in private banking, he founded and successfully built his own asset management company in 2017. As founder and managing partner of TRUSTED ADVISORS Wealth Management AG, he supports and advises wealthy clients on the structuring and management of their assets. His specialty is the active re-balancing of a growth-oriented dividend strategy. 

Email: suess@ta-wm.ch

Tel.: +41 44 991 16 16

“Risk comes from not knowing

what you're doing”

Warren Buffett

Image by Jason Dent

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Wealth Management

For us, wealth management means a personalized service tailored to our clients without any conflicts of interest.

Based on personal wishes and risk parameters, we develop your portfolio, which we continuously monitor and optimize.

We are your long-term contact on a personal basis.

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