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DirectoryFinance & InsuranceExternal Asset ManagementZollikonAerzte-Treuhand Finanz AG
Aerzte-Treuhand Finanz AG Logo
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Aerzte-Treuhand Finanz AG

Summary

About the company

Aerzte-Treuhand Finanz AG is a FINMA‑authorised manager of collective assets and operates a family office. The firm provides wealth management, pension-asset solutions and fund services (including the COMMIT SWISS fund) along with related financial advisory services.

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Products & services

Industry:External Asset Management
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8
Wealth management
Wealth management for private assets and retirement savings, including an individual investment strategy, Swiss bonds and equities, free-passage accounts and pillar 3a accounts.
Fund management
Own fund «Commit Swiss», fund solutions from CHF 30 million and individual funds on favourable terms for larger assets.
Financial and retirement planning
Financial and retirement planning, succession planning and long-term support of client families in a family office approach.
Practice and home financing
Practice and home financing as well as brokering business loans and mortgages for physicians.
Trust services and accounting
Financial and payroll accounting, monthly and quarterly reporting, budget planning, annual accounts, as well as payroll, AHV, insurance, VAT and tax at source reconciliations.
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

Seestrasse 33
8702 Zollikon
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-410.132.912
Founded
2011 · 15 years
Last commercial register change
November 7, 2024
Employees
11 to 20

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