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DirectoryFinance & InsuranceExternal Asset ManagementZurichCORUM Vermögensverwaltung AG
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CORUM Vermögensverwaltung AG

Summary

About the company

CORUM Vermögensverwaltung AG provides wealth management and investment advisory services, including portfolio analyses, capital-protected investment strategies, and fund and hedge fund advice. Its services also include family-office solutions, wealth and estate planning, and access to tax, trust and foundation, real estate and tailored insurance services via partner banks and external experts.

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Industry:External Asset Management
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Wealth management
Active management of assets and portfolios according to defined objectives and risk guidelines; with an investment management mandate, regular strategy reviews, risk management and selection of the custodian bank.
Investment advisory
Independent analyses, well-founded recommendations and personal guidance for investment decisions; ranging from individual recommendations to ongoing advice with a fixed point of contact.
Execution Only
Execution of investment orders without advice or discretionary management mandate; purchases, sales and rebalancing via the custodian bank, with transparent transaction fees and reporting.

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Location

Mainaustrasse 21
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-109.456.387
Founded
2002 · 24 years
Last commercial register change
June 30, 2026
Employees
21 to 50

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