Independent Swiss Investment Advisory
Expert guidance and research for institutional and private investors
Welcome to Wealthy Asset Management
Wealthy Asset Management is an independent firm headquartered in Einsiedeln, Switzerland, founded in 1997. We partner with entrepreneurs, corporations and institutional investors operating in complex financial and strategic environments, providing structure, clarity and disciplined execution where strategic decisions matter most.
Independence lies at the core of our model. It enables objective decision-making, rigorous investment selection and long-term alignment of interests built on structure, network and the ability to support complex investment and growth situations.
Independence, individuality, and professionalism are the core values that guide our actions, always acting in the best interests of our clients. We hold these values close in everything we do.
Providing our clients with active, professional, and personalized support is our top priority. That's why we take the time to understand your needs and support you with tailored solutions. With Wealthy Asset Management, you've found a competent and long-standing partner who, just like you, thinks and acts strategically with a long-term perspective.
Investment Philosophy
Discipline Through All Market Cycles
A disciplined framework developed through experience across multiple market cycles, combining fundamental analysis, prudent risk management and a structured allocation process.
Long-Term Value Creation
We prioritise capital preservation and sustainable compounding over short-term market timing. Our process is built for resilience across full market cycles.
Disciplined Risk Management
Rigorous fundamental analysis and structured allocation ensure every decision is grounded in prudent risk controls and transparency.
Active & Adaptive Strategy
We integrate macroeconomic analysis, sector-specific insight and alternative instruments, adjusting positioning where conditions demand it.
Independence & Alignment
Free from product-driven conflicts, our advice is objective. We act solely in our clients' interests, with full confidentiality and institutional standards.
Our offer for private individuals
When it comes to finding the right product for your current life situation, the Swiss financial market is almost impossible to navigate.
As a modern and pioneering financial service provider, our offering encompasses a broad spectrum, ranging from classic to individually tailored pension solutions.
It covers the entire spectrum of financial services and insurance. From health care and retirement planning to protecting assets through practical and modern financial and tax solutions, all the way to acquiring your own property.
We should all be concerned about our future, because we will spend the rest of our lives in it.
Cameron Moshfegh
Institutional Asset Management
Discretionary and advisory asset management services designed to support long-term strategic and patrimonial objectives, with disciplined risk management.
learn moreStrategic Investment Advisory
Independent advisory dedicated to helping clients define, pursue and achieve their strategic, M&A and financing objectives regardless of complexity, geography or transaction size.
learn moreAlternative & Structured Investments
Selective access to alternative strategies and structured instruments, including convertible notes, designed to enhance diversification and optimise risk-adjusted returns.
learn moreM&A & Strategic Transactions
Premier advisory across mergers, buy-side acquisitions, sell-side divestitures, joint ventures and strategic partnerships from evaluation through to execution.
learn moreRestructuring & Liability Management
Leading advisor to debtors, creditors and stakeholders in complex restructuring situations offering innovative liability management solutions in and out of court.
learn moreCapital Markets Advisory
Global centre of excellence for capital markets, capital structure optimisation, ESG considerations and shareholder activism preparedness across all market environments.
learn moreSuccess is measured not by victories, but by annual progress.
Cameron Moshfegh
Our offer for companies
While you can focus on your core competencies, our specialists will review and optimize your company's insurance and pension concept.
learn moreAbout Us
As an independent asset manager, we and our team of experienced professionals have placed the highest value on personal client proximity for over 15 years, focusing on long-term and competent support.
Independence, individuality and professionalism are our core values.
Cameron Moshfegh
Chief Executive Officer
Gabriel Abbas
Chief Financial Officer
Philippe Bochman
Chief Operating Officer
Alexandre Ashraf
Chief Marketing Officer
Elizabeth Prasad
Portfolio Manager
Kirstie Margaret Apps
Legal Advisor