Family Wealth and Governance
Independent Investment Oversight You Can Trust
Our Mission
Delivering unbiased, institutional-grade investment insights to private clients who demand excellence and independence.
Founded in 2009 at the request of five internationally operating entrepreneurs, Salvum Wealth Monitoring has established itself as a trusted partner for sophisticated investors. The name "Salvum" derives from Latin, meaning "safe"—a principle that guides everything we do.
As an independent entity within the Bolder Group of companies (Private Wealth), we maintain strict independence while leveraging global resources. We serve as investment oversight partners, risk managers, and performance analysts for wealthy families, foundations, and entrepreneurs worldwide.
Experienced Investment Oversight
Assets Monitored
Overseeing substantial portfolios with institutional rigor and precision
Years of Team Experience
Serving high-net-worth clients since 2009 with unwavering commitment
Independent Approach
Strictly unbiased oversight focused solely on client interests
Comprehensive Investment Goveranance
Investment Oversight
Rigorous monitoring and analysis of your investment portfolio with institutional-grade tools and methodologies. We provide transparent insights and actionable recommendations.
Risk Management
Comprehensive risk assessment and mitigation strategies tailored to your unique circumstances. We identify potential vulnerabilities before they impact your wealth.
Performance Analysis
Detailed performance attribution and benchmarking against relevant indices. We help you understand what's working and where improvements can be made.
The Salvum Advantage
Strict Independence
We work directly with clients, free from conflicts of interest. Our recommendations are based solely on your best interests, not commissions or hidden incentives.
Global Collaboration
We partner extensively with banks, asset managers, and financial solution providers worldwide, ensuring access to best-in-class investment opportunities.
Purchasing Power
Acting as a purchasing organization, we leverage significant investment volume to negotiate lower costs and access superior managers and exclusive investment solutions.
Connect
Salvum Wealth Monitoring AG in Zurich
Schweizergasse 20
CH-8001 Zurich
Switzerland
Salvum Wealth Monitoring AG in Baar (Zug)
Lindenstrasse 16
CH-6340 Baar
Switzerland
Telephone: +41 41 729 67 95
Email: info@salvumwealth.com
Website: www.salvumwealth.com
Salvum Wealth Monitoring AG