UMA Wealth (Switzerland) AG Wins Boutique Firm of the Year at the WealthBriefing Swiss Awards 2025:
Geneve Switzerland 06/02/2025
UMA Wealth (Switzerland) AG is honored to announce that it has been named ‘Boutique Firm of the Year’ at the WealthBriefing Swiss Awards 2025, a prestigious recognition of excellence in the wealth management industry. This award reaffirms our commitment to delivering tailored financial solutions and exceptional client service.
The WealthBriefing Swiss Awards celebrate firms that demonstrate innovation, expertise, and an unwavering client-first approach.
UMA Wealth (Switzerland) AG distinguished itself among its peers through its bespoke wealth management strategies, deep market insights, and dedication to creating long-term value for its clients.
Alvaro Becerra, CEO of UMA Wealth (Switzerland) AG, expressed deep gratitude for this recognition, stating, “We are truly humbled and honoured to receive this award. This achievement would not have been possible without the trust of our valued clients and the unwavering dedication of our talented team. Their commitment to excellence and personalized service is what sets UMA Wealth (Switzerland) AG apart.”
We extend our sincere appreciation to our clients, whose trust and partnership inspire us to continually raise the bar. We are equally grateful to our dedicated team, whose expertise, passion, and hard work have been instrumental in achieving this milestone.
With a steadfast focus on discretion, excellence, and international financial structuring, UMA Wealth (Switzerland) AG continues to redefine boutique wealth management. This accolade further strengthens our position as a leader in the industry, setting new benchmarks for bespoke financial advisory services.
For more information about UMA Wealth (Switzerland) AG and our award-winning services, please visit: www.umawealth.com
About UMA Wealth (Switzerland) AG:
UMA Wealth (Switzerland) AG is a boutique wealth management firm specializing in international asset structuring, investment advisory, and financial planning for high-net-worth individuals and families. With a commitment to excellence and confidentiality, UMA Wealth (Switzerland) AG provides customized solutions that help clients navigate the complexities of global wealth management.
Geralda Kral, Fabio Mastrosimone, Agne Anuse ,Elisa Armandola