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DirectoryFinance & InsuranceExternal Asset ManagementAltdorf UrBernhard Arnold Vermögensverwaltung und Finanzberatung GmbH
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Bernhard Arnold Vermögensverwaltung und Finanzberatung GmbH

Summary

About the company

The company's purpose is to provide services in the field of asset management and financial consulting within the meaning of the FINIG, exploitation and marketing of licenses, as well as trading in securities. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties.

Commercial register, canton of UR·As of April 2, 2026View on Zefix
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Wealth management and monitoring of cash and assets, direct investments in equities, bonds, ETFs and precious metals, with an individual investment strategy tailored to the risk profile.
Wealth advisory
Comprehensive advice on financial matters, focusing on investments, taxes, wealth accumulation and long-term planning across generations.
Family office
Holistic support covering wealth management, financial planning, tax optimisation, succession, trusts and foundations, mortgage advisory, relocation services, property management and risk management.
Investment strategy
Individual investment strategy with direct investments in Swiss equities and bonds, ETF products for foreign markets, broad diversification and a transparent cost structure.
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Location

Rathausplatz 5
6460 Altdorf Ur

At a glance

Legal form
Limited Liability Company
UID
CHE-115.485.581
Founded
2010 · 16 years
Last commercial register change
April 2, 2026
Employees
1 to 10

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