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Adequaris AG, Fribourg - ranQ

DirectoryFinance & InsuranceExternal Asset ManagementFribourgAdequaris AG

Verified· 3 sources

Adequaris AG

Summary

About the company

The core activity of Adequaris is independent wealth management and the provision of financial services.

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Offering

Products & services

Industry:External Asset Management

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Asset management mandate

Individual investment strategy based on your risk profile, implementation of wealth management within the mandate, investment decisions on your behalf and custody with partner banks.

Consulting mandate

Portfolio-related investment advice with market analyses, suitability assessment of the recommendations and specific investment proposals; investment decisions remain with the client.

Financial analysis and financial planning

Accurate assessment of your assets and income situation, as well as development of an individual long-term strategy for personal life goals.

Tax and succession planning

Structured approach to inheritance and succession matters, focusing on sustainability and tax optimization.

Mortgage loans

Support in selecting and managing real-estate financing, including analysis of existing mortgages and negotiations with banks.

Reviews

Aggregated rating

4.3

of 5

Aggregated from 3 reviews across all connected sources

Sources

GGoogle4.33

★TrustpilotSoon

PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Score.

Knowledge

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Location

Route de Tavel 4

1700 Fribourg

At a glance

Legal form: Corporation
UID: CHE-112.261.720
Founded: 2005 · 21 years
Last commercial register change: December 30, 2025
Employees: 11 to 20

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