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DirectoryFinance & InsuranceFinancial ServicesZurichBrevalia AG
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Brevalia AG

Summary

About the company

The core activity of Brevalia AG is comprehensive financial consulting and wealth management for private individuals in Switzerland. The company offers a wide range of services, including investment, pension planning, financing, taxes, entrepreneurship, and other services. Brevalia AG positions itself as a financial boutique, offering individual and independent consulting and focusing on the implementation of customer-oriented solutions.

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Products & services

Industry:Financial Services
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Financial Roadmap
Holistic financial analysis with action items, tailored recommendations, timetable and personal login covering investing, retirement planning, financing, taxes and entrepreneurship.
Discretionary Asset Management
Discretionary asset management mandates with strategic asset allocation, Swiss equities and Swiss reputation; implementation via ETFs, index funds, shares and AMC based on risk profile.
Investment Advice
Investment advice with regular investment ideas, transaction execution on behalf of clients, optimisation solutions for overall assets and tailor-made investment products.
Investment Coaching
Independent support for securities portfolios and new bank proposals with analysis, second opinion, optimisation suggestions and optional attendance at bank meetings.
Retirement and Pension Planning
Financial and retirement planning with situation analysis, coordination of investing, retirement provision, real estate, retirement, estate and taxes, plus topic-specific advice.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

Freigutstrasse 2
8002 Zurich
Opening hours
Mon
24h
Tue
24h
Wed
24h
Thu
24h
Fri
24h
Sat
24h
Sun
24h

At a glance

Legal form
Corporation
UID
CHE-462.784.950
Founded
2015 · 11 years
Last commercial register change
December 17, 2024
Employees
11 to 20

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