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CAT Wealth Management

About us

CAT FINANCIAL GROUP

cat-group.ch

FINANCIAL INSTITUTIONS
CORPORATES
PRIVATE WEALTH

CAT FINANCIAL PRODUCTS

STRUCTURED PRODUCTS
WEALTH MANAGEMENT SOLUTIONS

CAT Financial Products AG is one of the leading Swiss providers of investment solutions in the structured products market. CAT Financial Products has been offering its services using the most innovative technologies to asset managers, banks and institutional investors with around 20 specialists in Zurich, Bern and Lugano since 2008.

Zurich - Bern - Lugano - Geneva - Dubai

CAT WEALTH MANAGEMENT

ACTIVE ADVISORY.
WEALTH MANAGEMENT.
WEALTH PLANNING & PROTECTION.
FAMILY OFFICE SERVICES.

CAT Wealth Management AG is a professional asset manager for private customers, institutional customers, pension funds and foundations. Through a targeted needs analysis, the risk capacity and willingness of the customers is determined and implemented using tailor-made solutions. We combine traditional Swiss private banking with state-of-the-art portfolio solutions.

Zurich - Bern

Our Group

60+

Total staff

(employees, board members & advisors)

1

Country

(Switzerland)

4

Locations

(Zurich, Bern, Lugano, Geneva)

8

Nationalities

10+

Languages

100%

Carbon Neutral

10

IT & infrastructure

3

Financial risk officers

4

Companies
OUR COMPANY
Consistent
strategic focus
01

CAT WEALTH MANAGEMENT LTD is a professional asset manager for private and institutional clients, and also foundations.

02

CAT WEALTH MANAGEMENT LTD is the wealth management arm of the CAT Financial Group Ltd. which emerges out of a management buyout of the former Cat Group Ltd., founded in 1988. Traditional Swiss financial boutique services meet the modern state-of-the-art portfolio management philosophy.

03

CAT WEALTH MANAGEMENT AG holds the official license from the Swiss Financial Market Supervisory Authority (FINMA) for asset management and trustee services. The FINMA license is a crucial confirmation that CAT Wealth Management AG meets the necessary regulatory standards and is committed to complying with applicable regulations in the areas of asset management and trusteeship..

04

CAT WEALTH MANAGEMENT AG is affiliated with the independent Swiss Financial Ombudsman's Office (FINOS), which is recognized by the Federal Department of Finance.

05

CAT WEALTH MANAGEMENT LTD is an owner-managed company and member of the CAT Financial Group Ltd.

06

CAT WEALTH MANAGEMENT LTD is free to choose banks and investment solutions, is not subject to a limited product range and offers one-stop market access to entire market of asset management and wealth planning.

VERSATILE COMPETENCE

Our team

  • Stefano Longo

    Managing Partner | 1974 | CH

    Giuliano Glocker

    Chairman | 1983 | CH
  • Beat Burri

    Director | 1972 | CH

    Angelo Sieber

    Member of the Board of Directors | 1947 | CH
  • Luca Arpino

    Managing Partner | 1974 | CH

    Heinz Barmettler

    Member of the Board of Directors | 1951 | CH
  • Natasa Markovic

    Compliance, Risk Management & Legal | |

    Angeliki Nianias

    Executive Assistant | 1994 | CH
  • Fabia Holzer

    Assistant | | CH
  • Stefano Longo

    Managing Partner | 1974 | CH
  • Giuliano Glocker

    Chairman | 1983 | CH
  • Beat Burri

    Director | 1972 | CH
  • Angelo Sieber

    Member of the Board of Directors | 1947 | CH
  • Luca Arpino

    Managing Partner | 1974 | CH
  • Heinz Barmettler

    Member of the Board of Directors | 1951 | CH
  • Natasa Markovic

    Compliance, Risk Management & Legal | |
  • Angeliki Nianias

    Executive Assistant | 1994 | CH
  • Fabia Holzer

    Assistant | | CH