A&M Finance Group

Experience wealth management with purpose.

As a trusted partner to global citizens, we understand that managing your wealth is about more than just numbers. Our mission is to help you achieve your financial goals and make a positive impact in the world, moving from success to significance.



We specialize in providing purpose-driven wealth services to global citizens.

Global Citizens while being proud citizens of their home countries, are increasingly global in their presence, thinking and activities. 

Our focus is to deliver financial services that protect and grow their wealth worldwide.


Everything we do is designed to help protect and grow wealth. To address our clients’ increasingly global needs, we provide an expertise in investment and wealth planning services that cross borders.

Built around you and your wealth

We customize our offering to the needs of you and your family.


Discretionary portfolios spanning equity, fixed income, and multi-asset class. Open architecture platform of strategies from third-party managers.

Alternative investments

Discretionary portfolios spanning equity, fixed income, and multi-asset class. Open architecture platform of strategies from third-party managers.

Sustainable investing

Portfolios that align with your personal values and seek societal benefits while pursuing competitive risk-adjusted returns.

Portfolio analytics

Institutional-caliber advice in relation to your portfolio construction, risk management and investment strategy.

Trust & wealth planning

Efficient wealth structuring that helps to preserve your life’s achievments and perpetuate your legacy.


Individually designed philanthropic strategies that aim to create meaningful impact and a lasting legacy


Comprehensive tax advice for individuals and legal entities. 

  • Optimize and minimize your tax exposure. 
  • Advice on property gains and special taxes
  • Company foundations, restructuring, holding structures

Insurance solutions

Extensive risk management solutions for corporate and private clients designed to protect you and your investments, whatever form your interests take.

Home financing

Customized financing to purchase a new residence, refinance an existing mortgage, or creating liquidity from your real estate holdings.

Property mandate

Search mandate to find the right investment property, guiding you through every step until the conclusion of the transaction.

Access to off-market properties, different valuation methods, and construction experts to maximize your return on investment.


Working closely with our clients and global partner network, A&M offers access to the world's most sophisticated services for wealth.

Realize the next dimension of your greatness and fulfillment.

Your world-changing legacy.

From emptiness to purpose and vision. From vision to feasibility. From feasibility to implementation.



Winterhaldenstrasse 3
4665 Oftringen
062 791  36 36

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