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DirectoryFinance & InsuranceExternal Asset ManagementZurichA.J.K. Wealth Management (Schweiz) AG
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A.J.K. Wealth Management (Schweiz) AG

Summary

About the company

The core activity of AJK Wealth Management Group is the provision of services in the field of global wealth management. This includes in particular: Wealth Management, Investment Services, Property Management, Succession Planning and Consulting Services. The company offers these services to preserve and increase the assets of its clients, as well as to ensure adequate cash flow generation.

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Industry:
External Asset Management
✓ Offered5
Portfolio Management
Portfolio management for private clients, including assessment of needs and risk tolerance, tailored solutions, and ongoing asset management with a disciplined approach.
Consulting Services
Private consultations in portfolio management to identify client needs and risk tolerance, and to design tailored solutions for individual requirements.
Succession Planning
International trust structures for succession and continuity of management of personal assets in cases of incapacitation or death.
Property Management
Management of clients’ properties worldwide, including buying, selling, maintaining, short-term rentals and long-term leases.
Supporting Services
Administration of private structures, accounting and financial reporting, bank account opening, and concierge requests such as flight, hotel and restaurant arrangements.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Limmatquai 50
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.429.123
Founded
2007 · 19 years
Last commercial register change
November 8, 2024
Employees
1 to 10

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