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DirectoryFinance & InsuranceExternal Asset ManagementLucerneAlder, Helfenstein & Partner AG
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Alder, Helfenstein & Partner AG

Summary

About the company

The core activity of Alder, Helfenstein & Partner is individual wealth management and control for private investors. The company develops performance modules tailored to the goals and wishes of investors and offers active wealth management, in contrast to simple wealth administration.

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Products & services

Industry:External Asset Management
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4
Asset management
Asset management with service modules tailored to the investor’s goals and wishes; active asset management instead of standardized management.
Advisory mandate
Advisory mandate with specific investment proposals; decision-making authority for individual investments remains with the clients.
Liquidity management
Liquidity management for corporate clients to make use of idle liquid funds.
FX management
FX management for corporate clients for investing and increasing liquid funds within professional currency management.

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Location

Brandgässli 6
6004 Lucerne

At a glance

Legal form
Corporation
UID
CHE-112.959.068
Founded
2006 · 20 years
Last commercial register change
June 25, 2024
Employees
1 to 10

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