Wealth management, reimagined around clarity and connection
OPUM helps clients manage complex wealth with senior advice, digital clarity, and a more relevant private client experience.
Fewer gaps. Better visibility. Decisions followed through.
A modern wealth-management model for complex private wealth.
OPUM is built for clients whose wealth involves more than investments alone: family, business, liquidity, structures, documents, and long-term responsibility.
We combine senior advice with a clearer operating model. Reporting, documents, approvals, and follow-up are easier to access and track. Senior advisors remain central when decisions require judgment.
The result is wealth management that is personal where it matters and structured where it helps.
Private banking has not kept pace with how clients want to engage with wealth.
Clients still value trust, discretion, service quality, and investment discipline. These strengths must be preserved.
But the experience around wealth management needs to improve. Clients expect clearer reporting, faster responses, better access to information, and more consistent follow-through.
OPUM is built around that standard: senior advice when decisions matter, digital clarity when information is needed, and a private client experience shaped around learning, exchange, and meaningful connections.
For clients managing wealth with real complexity.
OPUM works with founders, families, business owners, inheritors, executives, and long-term stewards of significant wealth.
Their situations differ. The pattern is often similar: several advisers, fragmented information, important decisions, family or business complexity, and a need for better coordination.
We help clients bring structure to that complexity.
Focused services for the areas that matter.
OPUM supports the core areas of complex private wealth: investment oversight, wealth planning, estate and tax coordination, reporting, and documents.
Each service area is led by senior advice and supported by clear records, organised information, and documented follow-up.
The objective is not a long service menu. It is clarity, coordination, and reliable execution.
Investment oversight
Coordinated supervision of portfolios across managers and custodians, with consistent review and clear accountability.
Wealth planning
Long-term planning aligned to family circumstances, objectives, and the structures that support them.
Estate and tax coordination
Considered work on legal, fiscal, and ownership structures that hold private wealth across jurisdictions.
Reporting and documents
Consolidated reporting and organised documentation, so positions and decisions remain visible at any time.
Senior advice. Digital clarity. Maison OPUM.
OPUM is built around three connected elements.
Senior advisors help clients challenge decisions, refine structures, and act with confidence when decisions carry weight.
Digital clarity makes reporting, documents, approvals, planning context, and follow-up easier to access and track.
Maison OPUM — The Private Client Experience creates settings for learning, peer exchange, and meaningful personal and business connections.
Senior advice
Experienced advisors lead each relationship and remain central when decisions require judgment.
Digital clarity
Reporting, documents, approvals, and follow-up are easier to access, track, and act on.
Maison OPUM
A private client setting for learning, peer exchange, and meaningful personal and business connections.
A structured path for succession-ready advisors.
OPUM also works with independent wealth managers and advisory firms facing a succession question.
The objective is to preserve client relationships, protect the advisory role, and strengthen the operating environment around the practice.
We provide a structured path forward for firms where continuity, discretion, and service quality matter.
Built to preserve trust while improving the client experience.
OPUM is being built by a team with experience across wealth management, banking, technology, strategy, and acquisition-led growth.
The ambition is clear: preserve what makes Swiss wealth management valuable, while improving how clients access, understand, and engage with their wealth.
Start with a direct conversation.
If OPUM is relevant to your situation, we can discuss how your wealth is structured today, where complexity sits, and what needs attention first.