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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzApex Asset Management AG
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Apex Asset Management AG

Summary

About the company

The core activity of Apex Asset Management AG is wealth management for families and institutional investors through the provision of services such as family office solutions, discretionary portfolio management and hedge fund offerings.

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Products & services

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Family office solution
Full service family office solution for affluent families, including investments in financial markets, direct investments in companies and real estate, as well as negotiation of bank fees.
Discretionary portfolio management
Discretionary portfolio management with an active asset allocation approach tailored to clients’ risk profile, liquidity and return objectives.
Wealth management for family assets
Independent management of family assets, with analysis of needs, ongoing portfolio monitoring and consideration of illiquid assets, family businesses and real estate.
Investment advisory
Independent advice on investments in financial markets, real estate and funding, as well as on long-term strategies relating to wealth and succession planning.
Strategic and tactical asset allocation
Portfolio positioning across global asset classes such as equities, bonds, real estate, commodities and hedge funds, focusing on risk-adjusted returns.

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Location

Poststrasse 4
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-476.922.891
Founded
2024 · 2 years
Last commercial register change
April 19, 2024
Employees
1 to 10

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