
Legal & Regulatory
Legal Notice
Important legal information governing the use of this website and the services provided by Wealthy Asset Management GmbH, an independent Swiss investment advisory firm.
Effective Date: January 2025
Section 01
Company Information
Registered Entity
Wealthy Asset Management GmbH is a limited liability company incorporated and registered under the laws of Switzerland. The firm is headquartered in Einsiedeln and operates as an independent asset management and strategic investment advisory firm.
Registration Details
Enterprise Identification Number (UID): CHE-108.561.136. The firm was founded in 1997 and is registered in the commercial register of the Canton of Zurich, Switzerland.
Registered Office
Hintere Luegeten 4A 8840 Einsiedeln. Office hours: Monday to Friday, 08:00 – 17:30 Central European Time (CET). All formal correspondence should be directed to the registered office address.
Section 02
Regulatory Status
Independent Advisory Status
Wealthy Asset Management GmbH is an independent investment advisory firm. The firm is not regulated by the Swiss Financial Market Supervisory Authority (FINMA). Wealthy Asset Management provides non-discretionary investment advice, research, and consulting services only.
Client Decision Authority
Clients of Wealthy Asset Management retain full and exclusive control over all investment decisions. The firm's advisory services are consultative in nature and do not constitute the management of assets on a discretionary basis. No investment decision is taken by Wealthy Asset Management on behalf of clients without explicit client instruction and authorisation.
Applicable Framework
Wealthy Asset Management GmbH operates within the Swiss legal and regulatory framework applicable to independent asset management and strategic investment advisory activities. The firm conducts its activities in compliance with applicable Swiss law, including relevant provisions of the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA) where applicable to non-regulated entities.
Section 03
Investment Disclaimer
No Offer or Solicitation
The content published on this website is for informational purposes only and does not constitute, and shall not be construed as, an offer to sell or a solicitation of an offer to buy any security, financial instrument, or investment product in any jurisdiction. Nothing on this website should be interpreted as investment advice tailored to the circumstances of any specific person or entity.
Past Performance
Past performance of any investment strategy, financial instrument, or advisory service described or referenced on this website does not guarantee, predict, or indicate future results. The value of investments can fall as well as rise, and investors may not recover the full amount originally invested.
Investment Risk
All investments involve risk, including the possible loss of principal. Alternative investments, structured instruments, and strategies involving convertible notes may carry additional complexity, liquidity constraints, and risk factors beyond those associated with conventional listed securities. Prospective investors should carefully consider their investment objectives, risk tolerance, and financial circumstances before engaging with any investment strategy.
No Guarantee of Outcomes
Wealthy Asset Management makes no representation or warranty, express or implied, regarding the accuracy, completeness, or suitability of any information presented on this website for any particular purpose. Forward-looking statements and projections are inherently uncertain and should not be relied upon as predictions of actual future events or performance.
Section 04
Website Content & Accuracy
Informational Purpose
This website is maintained by Wealthy Asset Management GmbH for general informational purposes. The information provided reflects the firm's services and approach as of the date of publication and is subject to change without notice. Wealthy Asset Management does not undertake any obligation to update website content to reflect subsequent developments.
No Reliance
Visitors to this website should not rely on the information contained herein as a basis for making investment, financial, legal, or other decisions. Independent professional advice should be sought before acting on any information obtained from this website. Wealthy Asset Management accepts no liability for any loss or damage arising from reliance on the content of this website.
Accuracy and Completeness
While Wealthy Asset Management endeavours to ensure that information published on this website is accurate and up to date, no warranty or representation is made as to the accuracy, reliability, completeness, or timeliness of any information contained herein. Errors and omissions are possible, and Wealthy Asset Management reserves the right to correct any inaccuracies at any time.
External Links
This website may contain links to third-party websites or resources. Such links are provided for convenience only and do not imply any endorsement, approval, or affiliation by Wealthy Asset Management with the linked site or its operators. Wealthy Asset Management accepts no responsibility for the content, accuracy, or availability of any external websites.
Section 05
Intellectual Property
Ownership of Content
All content on this website, including but not limited to text, graphics, logos, design elements, and structural arrangements, is the property of Wealthy Asset Management GmbH or its licensors and is protected by applicable intellectual property laws, including copyright and trademark laws.
Permitted Use
Visitors may access and view the content of this website for personal, non-commercial informational purposes only. Any reproduction, distribution, transmission, modification, publication, or commercial exploitation of any content from this website, in whole or in part, requires the prior written consent of Wealthy Asset Management GmbH.
Trademarks
The Wealthy Asset Management name, logo, and any associated marks or designations are trademarks or registered trademarks of Wealthy Asset Management Wealthy Asset ManagementGmbH. Unauthorised use of these marks is strictly prohibited and may constitute an infringement of applicable intellectual property rights.
Section 06
Jurisdiction & Governing Law
Governing Law
This Legal Notice, and any disputes arising from or in connection with the use of this website or the information contained herein, shall be governed by and construed in accordance with the laws of Switzerland, without regard to its conflict of law provisions.
Jurisdiction
The courts of the Canton of Zurich, Switzerland shall have exclusive jurisdiction over any disputes arising from or in connection with this Legal Notice or the use of this website, subject to any mandatory provisions of applicable law that may confer jurisdiction on another forum.
Severability
If any provision of this Legal Notice is found to be invalid, unlawful, or unenforceable, that provision shall be deemed severed from the remainder of this notice, which shall continue in full force and effect. The invalid or unenforceable provision shall be replaced by a valid provision that most closely reflects the intent of the original.
Our Standard
"Independence lies at the core of our model — in our advice, our decisions, and our disclosures."
Amendments
Changes to This Notice
Wealthy Asset Management GmbH reserves the right to amend, update, or modify this Legal Notice at any time without prior notice. Any changes will be reflected on this page with an updated effective date. We encourage visitors to review this notice periodically to remain informed of our current legal position.
Continued use of this website following any amendments constitutes acceptance of the revised Legal Notice. If you do not agree with any part of this notice, you should discontinue use of this website immediately.
Important Disclosure
Regulatory Disclosure
Full Regulatory Disclosure
Wealthy Asset Management GmbH is an independent investment advisory firm and is not regulated by FINMA. We provide non-discretionary investment advice, research, and consulting services only. Clients retain full control over investment decisions.
This website is for informational purposes only and does not constitute an offer to purchase securities. Past performance does not guarantee future results. All investments involve risk, including possible loss of principal.
Wealthy Asset Management GmbH · Schwyz, 1997
For legal enquiries or formal correspondence, please direct all communications to the registered office at Hintere Luegeten 4A, 8840 Einsiedeln
Questions?
Reach Our Registered Office.
For legal enquiries or formal correspondence, please direct all communications to Hintere Luegeten 4A, 8840 Einsiedeln.