Your Financial Strategy Partner for Individuals, Families, and Institutions
At Moritz Wealth, Jonathan Moritz leads a dedicated team of financial professionals serving clients across Europe and beyond. Collectively, we bring over 155 years of combined industry experience in investment management, retirement planning, risk mitigation, and institutional consulting.
Based in Zürich, Jonathan Moritz leads Moritz Wealth with a simple standard: clients deserve the kind of discipline, confidentiality, and execution quality typically reserved for institutions. Over the last 18 years, he has advised entrepreneurs, executives, and internationally mobile families on protecting capital, growing wealth, and making complex decisions feel clear.
What makes Moritz Wealth different is how the work gets done. Jonathan is the lead advisor and final decision-maker-but every portfolio is supported by a team that handles research, allocation modeling, risk monitoring, and client operations. Clients get one clear point of leadership, plus the depth and responsiveness of a real firm.
We also work privately with several established companies, supporting their leadership and collaborating with their teams to serve customers with consistent standards, secure processes, and high-touch communication.
At a glance (example placeholders-use your real numbers):
300+ client relationships supported across Europe and beyond
€400M+ advised across private and corporate mandates
Working with MoritzWealth has been a game-changer for my financial strategy. His ability to break down complex investment such as Cryptocurrencies into simple, actionable steps made it easy for me to understand my options. I was able to participate in the projects which I never knew was possible. My investment grew astronomically during past 7 years I've been with him. I couldn't have asked for a better advisor during such a crucial time in my life.
I have worked with several financial advisors over the years, but none have matched Moritz's level of professionalism and insight. From our first meeting, it was clear that he understood my unique financial situation and crafted a personalized plan that fit my needs perfectly. Jonathan's attention to detail and unwavering commitment to his clients truly set him apart. I appreciate his honesty and directness, which makes our conversations productive and focused. With Jonathan's guidance, I feel more empowered and informed about my investments than ever before.
When I first started working with Jonathan, I’ll admit-I was hesitant. Trusting someone with my investments is not easy, and it took me some time to fully buy into his approach. But over the months, his thoroughness, transparency, and consistent results earned my confidence. Today, I couldn’t imagine working with anyone else. Jonathan and his team turned my initial skepticism into genuine trust, and my portfolio has never been in better shape.
I cannot recommend them enough! Their pragmatic approach to financial advising has transformed the way I view my investments. Jonathan takes the time to explain strategies clearly, ensuring I am well-informed and comfortable with each decision. He’s always available to answer my questions, no matter how trivial they may seem. Jonathan’s work ethic is inspiring, and his dedication to helping me achieve my financial goals is evident in every interaction. I feel lucky to have him as my advisor; he has truly changed my financial outlook for the better.
Anna is more than just a financial advisor-she’s a true partner in managing my wealth. She takes the time to understand my long-term goals and always provides clear, well-researched advice. Whether it’s navigating market volatility, diversifying my portfolio, or planning for the future, her guidance has been invaluable. I trust the entire team completely, and that peace of mind is priceless.
Moritz Wealth and especially Jonathan has been my trusted financial advisor for years, and his insights into emerging investment trends have always been ahead of the curve. Back in 2015, when most advisors dismissed Bitcoin as a passing trend, he provided a balanced, data-driven perspective that helped me make informed decisions. Thanks to his guidance, I took a calculated risk—and it paid off. His ability to see both opportunity and risk is what sets him apart.
Recognized excellence
Awards & Honors Commended for Client Trust and Service
In a competitive field of hundreds of advisors across Switzerland, Jonathan was selected as one of the Top 10 Emerging Independent Advisors in Zürich. The criteria included:
Demonstrated client satisfaction and long-term portfolio performance
Innovation in personalized investment strategies
Specialization in cross-border financial planning for EU professionals and expats
Transparent, no-commission fee structure
Jonathan was nominated and selected as a SME finalist among 150+ advisors across Europe for his work on integrating AI-driven tools into practical, human-first portfolio planning. His submission included:
A case study on using machine learning for portfolio risk modeling
A framework for introducing clients to alternative assets like AI-focused ETFs and digital infrastructure plays
A forward-model for retirement portfolios
This recognition is based entirely on client feedback, collected anonymously across key areas of financial advisory service. Jonathan was awarded for outstanding scores in:
Discretion & confidentiality (essential for high-net-worth clients and professionals)
Responsiveness to client needs during volatile markets
Clarity in portfolio communication and documentation
Overall sense of trust and reliability
Get in touch
Let's discuss your financial goals.
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