About Us

Senior investment advisors 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

To redefine wealth management through the power of independence, holistic advisory, and sustainability — building a model that truly puts clients first.

We stay free from conflicts, so we can focus on what matters — your goals, your values, your future.

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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About Us - Insignium Group - We provide honest and independent asset management services tailored to the needs of our clients - Insignium Wealth Management AG 11

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.

Team Insignium Wealth Management AG — Zürich

Simon Lutch

Founder

Felipe Chediak

Co-Founder

Jacobo Steiner

Co-Founder and Member of the Board

Aitor García

CEO and Chairman

Rolf Rötheli

Member of the board

Pascal Sidler

Chief Operating Officer

title-insignium-group-wealth-management-silhouette

Claude Ronc

Senior Partner

Javier Ojeda

Senior Partner

Carmen Roman

Risk and Compliance Officer

Manuela Vàzquez

Assistant

Team Insignium Iberia EAF S.A.U. — Vigo & Madrid

Simon Lutch

Founder

Vasco Jaudenes Calheiros

CEO

Fernando Barroso

Global CIO

Fernando Hernández

Senior Advisor & Head of Multi Family Office

Rosa Del Blanco

Senior Advisor, Business Development & Strategic Alliances

Santiago Gil

Head of Administration

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