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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementMontheyConseils.ch - Gestion de patrimoine SA
Conseils.ch - Gestion de patrimoine SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The company Conseils.ch / Gestion de patrimoine SA offers services in the areas of wealth management, tax consulting, and financial planning. The core activities include: * Wealth management: The company supports clients in managing their assets, including the investment and management of financial resources. * Tax consulting: The company provides tax consulting services, including the preparation of tax returns and representation of clients before tax authorities. * Financial planning: The company supports clients in planning and implementing financial strategies, including retirement planning and wealth succession. The company positions itself as an independent and neutral partner for clients seeking a long-term and trustworthy relationship.

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Offering

Products & services

Industry:External Asset Management
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Conseils.ch - Gestion de patrimoine SA

Fiduciary Offices
✓ Offered8
Wealth management
Capital placement, asset management with limited power of attorney, selection of investments, optimisation of return/safety and long-term monitoring via Helvetic Investor Group SA.
Tax advice
Tax advice for individuals and businesses, optimisation of the tax bill, tax return, optimal use of Swiss tax laws and long-term planning.
Tax return
Basic or complex tax return, including imputed rental value, maintenance costs and statement of securities; request for an extension of time for clients.
Retirement planning
Retirement planning, provision via the 2nd and 3rd pillars, assessment of each situation as a unique case, protection of acquired benefits and optimisation of return.
Mortgage financing
Mortgage financing and loans for access to homeownership, with searching for competitive terms and negotiated interest rates.
Accounting & fiduciary services
Account management, tax returns and fiduciary support for companies, with long-term management and continuity of the professional activity.
Insurance portfolio
Management of an insurance portfolio as part of tax and wealth-related support, for individuals or companies.
Homeownership
Support for homeownership, in connection with tax advice and mortgage financing.
Trust & reputation

ranQ Trust Score of Conseils.ch - Gestion de patrimoine SA: 3.9 out of 5.0

Trust Score3.9/ 5.0

High

x

Data basis 96% · As of October 2026

Conseils.ch - Gestion de patrimoine SA scores 56.5 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.58.124%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.35.310%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.78.08%
Conseils.ch - Gestion de patrimoine SA scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Conseils.ch - Gestion de patrimoine SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Conseils.ch - Gestion de patrimoine SA scores 8.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.8.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Conseils.ch - Gestion de patrimoine SA reaches a ranQ Trust Score of 3.9 out of 5.0 — rated «High». The rating draws, among other things, on 3.7 out of 5 stars from 3 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle3.73
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Avenue des Alpes 2
1870 Monthey
Opening hours
Mon
08:00 - 12:00, 14:00 - 17:00
Tue
08:00 - 12:00, 14:00 - 17:00
Wed
08:00 - 12:00, 14:00 - 17:00
Thu
08:00 - 12:00, 14:00 - 17:00
Fri
08:00 - 12:00, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-108.486.523
Founded
2006 · 20 years
Last commercial register change
November 30, 2020
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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