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DirectoryFinance & InsuranceExternal Asset ManagementZurichB & M Wealth Management AG
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B & M Wealth Management AG

Summary

About the company

The company's core activity is wealth management, particularly the comprehensive and holistic management of assets for private clients. This includes investment advice, portfolio management and wealth management with the goal of offering customers an individual investment concept tailored to their specific needs and objectives.

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Products & services

Industry:External Asset Management
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Wealth management
Comprehensive asset servicing, tailored wealth management mandates, investment strategies aligned with risk profile and objectives, ongoing implementation and monitoring.
ESG mandates
Wealth management mandates according to ESG standards, with investment decisions based on environmental, social and governance criteria at the customer’s request.
Financial market analyses
Ongoing, independent analysis of financial markets to assess opportunities and risks and to support investment decisions.
Risk analysis
Portfolio risk check with analysis of market risks, concentration risks, value fluctuations and strategic positioning within the scope of the risk budget.
Portfolio consolidation
Consolidation of portfolios to optimise the overall financial situation and to enable a better assessment of wealth development.
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Location

Gartenstrasse 36
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-196.095.143
Founded
2012 · 14 years
Last commercial register change
July 18, 2024
Employees
1 to 10

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