Ira Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.
You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships. That is why it is our special concern that your Relationship Manager remains your personal and competent contact person over a span of many years. Our approach ensures that not only the members of the team are there for you, but that you also have additional experts at your disposal.
We offer you a wealth of different mandate types - be it as managed solutions or as advisory services.They can be complemented with further services, such as financing solutions as well as advice on specific questions concerning succession or estate planning. Of course, dependent on your personal preferences a combination might also be a sensible choice.At Ira, protecting our clients' wealth is our mission. In a world of growing uncertainty and complexity, this has become an even more important topic. As a company built on foresight, personal responsibility and ownership, we understand that asset and client protection, as well as increased transparency, are core guiding principles in a business relationship. Principles that will allow both parties - you, as our client, and Ira Wealth as your service and solution provider - to better master future complexity.