# Eagle Wealth Management

Eagle Wealth Management is a Bank / Wealth / Trust based in Dallas, Switzerland.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** www.eagle-wm.ch

## About

Eagle Wealth Management is an SEC-registered investment adviser in VALENCIA, CA, registered since 2023. The firm manages approximately $418 million in assets. It has 8 employees and 5 investment advisers.

## Questions

### Does Eagle Wealth Management manufacture its own investment products?

No, the firm follows an open-architecture model, selecting third-party funds and strategies rather than distributing proprietary products. This distinguishes Eagle Wealth Management from bank-affiliated wealth managers that must often prioritize internal fund mandates. The open-architecture approach is designed to reduce conflicts of interest in manager selection and allows the firm to pursue best-in-class external managers across asset classes.

### Which client segments does Eagle Wealth Management primarily serve?

The firm's client base consists mainly of high-net-worth individuals and families from Switzerland, Germany, and Austria. Its Zurich location positions it to serve both domestic Swiss clients and cross-border wealth from neighboring countries. The firm's minimum relationship sizes and client-acceptance criteria are not publicly disclosed.

### What is Eagle Wealth Management's relationship to its custodian banks?

As a Swiss independent asset manager, Eagle Wealth Management does not hold client assets in custody itself. Client securities are deposited at one or more partner custodian banks, with the firm holding a limited power of attorney to execute transactions and manage portfolios. This separation of advisory and custody functions is a standard risk-mitigation structure under Swiss regulation.

## Related profiles

- [Eagle Investment Advisors](https://altss.com/profile/eagle-investment-advisors)
- [EaglePicher Technologies](https://altss.com/profile/eaglepicher-technologies)

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Last updated: 2026-06-03T20:00:00.000Z

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