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DirectoryFinance & InsuranceFinancial ServicesUnterägeriBrütsch Wealth Management AG
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Brütsch Wealth Management AG

Summary

About the company

The core activity of Brütsch Wealth Management AG is wealth management and investment consulting for private clients, particularly High Net Worth Individuals (HNWI). The company offers services such as creating investment strategies, selecting and monitoring investments, constructing and implementing portfolios, as well as regularly reviewing and adjusting investment portfolios. The goal is to provide clients with a sustainable and individually tailored wealth management solution.

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Industry:Financial Services
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Wealth management
Joint strategy setting, mandate with limited power of attorney, selection and monitoring of investments, regular portfolio review; use of direct investments, ETFs and structured products.
Investment advisory
Joint strategy setting and regular portfolio discussions; investment orders are placed by the client, with ongoing market monitoring and active implementation of the chosen strategy.

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Location

Zugerstrasse 46
6314 Unterägeri
Opening hours
Mon
08:00 - 12:00, 14:00 - 18:00
Tue
08:00 - 12:00, 14:00 - 18:00
Wed
08:00 - 12:00, 14:00 - 18:00
Thu
08:00 - 12:00, 14:00 - 18:00
Fri
08:00 - 12:00, 14:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-264.028.947
Founded
2022 · 4 years
Last commercial register change
May 31, 2024
Employees
1 to 10

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