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DirectoryFinance & InsuranceExternal Asset ManagementZugBALLY CAPITAL ADVISORS AG
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BALLY CAPITAL ADVISORS AG

Summary

About the company

BALLY CAPITAL ADVISORS AG is an independent asset manager offering wealth management, asset management and multi‑family office services for high‑net‑worth clients. The firm performs research on value stocks, provides portfolio exposure to precious metals and mining, and offers consolidation, advisory and partner services; it is authorized by FINMA as an asset manager.

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Products & services

Industry:External Asset Management
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Wealth Management
Wealth management for high net worth individuals, focusing on capital preservation, risk control, and diversified, independent investment advice.
Asset Management
Asset management focused on wealth management for affluent private clients, capital preservation, risk control, and diversified investment advice.
Multi-Family Office
Multi-family office providing financial planning, governance, advisory, consolidation services, concierge services, global wealth analysis, succession planning, and access to specialists.
Research on Value Stocks
Research service to assess companies with solid financial statements, a long track record, and high market capitalization as value stocks.
Automated stock screening
In-house algorithm to rate stocks based on upside potential and key metrics, without emotional biases in the selection of titles.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle57
★TrustpilotSoon
PProvenExpertSoon

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Location

Kirchenstrasse 3
6300 Zug
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.301.231
Founded
2003 · 23 years
Last commercial register change
March 5, 2025
Employees
11 to 20

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