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DirectoryFinance & InsuranceFinancial ServicesZurichCORUM Wealth Management Platform AG
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CORUM Wealth Management Platform AG

Summary

About the company

CORUM Wealth Management Platform AG provides wealth management and investment advisory services, including portfolio analyses, capital-protected strategies, and fund and hedge fund advisory. The firm also offers family‑office solutions, wealth and estate planning, trusts and foundations, and works with partner banks and external experts on tax, real estate and insurance matters.

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Industry:Financial Services
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✓ Offered4
Asset management
Assumption of complete portfolio management according to defined objectives and risk guidelines; individual mandate, ongoing strategy reviews, rebalancing and work with your custodian bank with more than 54 banking partners.
Investment advisory
Independent analyses, documented investment proposals and personal support for your own investment decisions; from ad hoc recommendations to ongoing advisory, with the final decision made by the client.
Execution Only
Execution of investment orders without advice or a management mandate; purchases, sales and portfolio switches via the custodian bank of your choice, with transparent transaction fees and reporting.
Modular infrastructure for wealth managers and advisers
Modular, combinable infrastructure for independent wealth managers and bank advisers, with compliance, risk, back office, IT and investment services as flexibly usable functions.
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Location

Mainaustrasse 21
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-336.936.018
Founded
2019 · 7 years
Last commercial register change
September 18, 2026
Employees
11 to 20

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