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DirectoryFinance & InsuranceExternal Asset ManagementZurichBloch Partner Vermögensverwaltungs AG
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Bloch Partner Vermögensverwaltungs AG

Summary

About the company

The core activity of Bloch Partner is asset management. This includes identifying customer needs, creating customer and risk profiles, agreeing on investment strategies, implementing these strategies and reporting.

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Offering

Products & services

Industry:External Asset Management
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Wealth management
Wealth management including needs assessment, creation of the client and risk profile, definition of the investment strategy, as well as implementation and reporting.
Financial services
One-stop financial services, in particular representation with banks, family office services, estate planning, tax matters, pension solutions, payment services and corporate structures.
Client support with banks
Representation of clients with banks within the account relationship, the wealth management agreement and the power of attorney over the account and securities account.
Family office services
Family office services for asset, estate, tax and structural matters, as well as coordination with specialized partners for issues beyond this scope.
Estate planning
Estate planning as part of financial advice, including coordination with specialized partners for legal and related matters.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Uraniastrasse 16
8001 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 12:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.352.582
Founded
2003 · 23 years
Last commercial register change
July 25, 2023
Employees
1 to 10

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