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DirectoryFinance & InsuranceExternal Asset ManagementAppenzellCosmopolitan-Vermögensverwaltungs-AG
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Verified· 3 sources

Cosmopolitan-Vermögensverwaltungs-AG

Summary

About the company

The core activity of Cosmopolitan Vermögensverwaltungs AG is wealth management for private investors, particularly the active management of investment assets from CHF 500,000 with a 3D investment concept based on three synergistic dimensions. This includes automated profit securing, loss limitation and dynamic trailing stops. The company also offers free securities account analyses and various investment strategies, such as the trend-following model, pure yield strategy or active portfolio management.

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Products & services

Industry:External Asset Management
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Wealth Management
Active wealth management for traditional investment assets, with automated profit capture, loss limitation, dynamic trailing stops and the use of equities, ETFs, structured products and funds.
3D Investment Concept
3D investment concept from CHF 500’000 with classic wealth management, defensive premium strategies and alternative investments such as precious metals, commodities, real estate and short ETFs.
Focus Strategies
Concentrated investment strategies from CHF 250’000 with equity strategies, an income strategy using only bonds, plus active portfolio management and trend-following models.
Focus Swiss
Swiss equity strategy with systematic wealth management, equity allocation of 80–100 %, SMI investment universe, medium- to long-term horizon and a CHF orientation.
Focus Fixed Income
CHF bond strategy focused on senior secured bonds, strategic wealth management, long-term income generation and an investment ratio of 0–100 %.
Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle4.210
★TrustpilotSoon
PProvenExpertSoon

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Location

Rütistrasse 20
9050 Appenzell
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-106.306.426
Founded
2005 · 21 years
Last commercial register change
August 21, 2024
Employees
1 to 10

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