At Oriens Swiss Advisors AG, we believe that wealth management is about more than investments. It is about understanding what matters to our clients and protecting what they have built — today and for generations to come.
As an independent Swiss wealth manager, we provide personalised advice and tailored investment solutions for institutions, wealthy individuals and families.
Our approach is guided by independence, discretion and transparency. We take the time to understand each client's individual circumstances, ambitions and priorities, allowing us to provide advice that is both personal and tailored.
Founded in 2016, Oriens Swiss Advisors AG is advising entrepreneurs, families, and foundations navigating significant wealth. The founding partners left senior roles at major banks in Switzerland to build an independent, partner-owned practice based on Swiss values.
Oriens works with entrepreneurs and multi-generational families facing important financial decisions across shifting markets, business transitions and generational handovers.
Deep experience remains one of Oriens' defining strengths. The partners have dedicated their careers to advising families and institutions with significant wealth, offering steady guidance when circumstances shift.
The team remains anchored in its founding principles: transparency, independence and advice aligned with each client's long-term interests.
You make the decisions. We provide the expertise.
Designed for investors who wish to retain full control over their assets, our advisory service combines your vision with independent research, personalized advice, and valuable market insights. As your trusted sparring partner, we provide tailored investment ideas, strategic recommendations, and ongoing portfolio reviews, giving you the clarity and confidence to navigate changing market conditions.
Entrust your wealth to experienced professionals.
Designed for clients who prefer to delegate day-to-day investment decisions to a trusted partner. Based on a tailored investment strategy, we take full responsibility for portfolio construction, asset allocation, security selection, and ongoing portfolio management.
This allows you to focus on what matters most while benefiting from independent advice, disciplined investment management, and a long-term approach to preserving and growing your wealth.
A clear overview of your wealth.
Managing assets across multiple banks can make it difficult to maintain a complete financial picture. We provide consolidated wealth reporting that brings all relevant holdings together in a single, comprehensive wealth statement.
The result is greater transparency, smarter decision-making, and a clear understanding of your overall financial position.
"Time is what we want most,
but what we use worst." — William Penn
Providing advice and services for wealthy families under a comprehensive wealth management plan is far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the investment, legal, insurance, business and tax disciplines to provide the scale of planning, advice and resources needed. Based on our extended network of dedicated professionals in a large range of areas, we support you with regard to the following services:
Oriens Swiss Advisors AG is licensed by the Swiss Financial Market Supervisory Authority FINMA as a portfolio manager (Art. 17 FinIA, Reg. No. 255414) and is supervised by the supervisory organisation AOOS.
Oriens is a member of the Swiss Association of Asset Managers (SAAM).
Grant Thornton acts as our compliance partner.
A client information document is available for download.
Client information (PDF)We select your custodian bank partners just as carefully as we choose your investments. During a personal discussion, we would be happy to show you which custodian bank will best suit your needs in order to achieve your investment goals while respecting your investment profile.
Booking centres outside of Switzerland are also available to you — including London, Monaco, Liechtenstein, Guernsey and Singapore.
Our main custodian bank partners in Switzerland (not exhaustive):
Relationships with other custodian banks are also possible depending on your requirements and needs.
