About Us

Senior bankers who chose independence.

Founded in Switzerland in 2012 on a clear conviction: wealthy clients deserve better than the traditional banking system offers. Better advice. Fewer conflicts. More transparency.

Our vision

Our vision is to be a global leader in promoting positive change and fostering a more sustainable and inclusive future.


We aspire to inspire, innovate, and impact, creating a world where opportunity and prosperity are accessible to all.
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Our MISSION

To redefine wealth management. Independent, holistic, sustainable.

We navigate complexity to deliver clear, tailored solutions, helping clients and their next generations achieve their goals. Our greatest pride is helping clients preserve their legacy. Built in the past, enjoyed today, secured for the future.

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OUR VALUES

The standard we measure by.

Our essence

Trust

Earned through consistent, honest behaviour — not short-term results.

Our DUTY

Discretion

Your information treated with the highest standards of confidentiality.

Our objective

Security

Before seeking returns, we seek to preserve capital.

Our path

Independence

No bank, no product provider. Our only obligation is to you.

Our commitment

Honesty

Our honest assessment. Even when it isn’t what you hoped to hear.

your feedback

Tell us

We are always open to improvement.

Independent by choice, Transparent by design.

Our TEAM

Independent, honest advice.

Our team brings together senior advisors, portfolio managers, relationship specialists, and operational experts with careers built at some of the world’s most respected financial institutions.

What unites us is a shared belief: that clients deserve independent, honest advice. Delivered with the same level of care and rigour we would want for our own families.

About Us - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 3

Simon Lutch

Founder

About Us - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 6

Felipe Chediak

Co-Founder

About Us - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 4

Jacobo Steiner

Co-Founder

About Us - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 4

Aitor García

Chief Executive Officer

Contact us

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We keep it simple — no forms, no waiting. Reach us directly.

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