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DirectoryRetail & CommerceSoftware TradeZugCPM CONSULTING AND TRADING AG
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CPM CONSULTING AND TRADING AG

Summary

About the company

CPM CONSULTING AND TRADING AG is an independent financial services provider specializing in active asset management and investment advisory for private and institutional clients. Services include discretionary portfolio mandates (classic and tailored), advisory-only mandates, and the tactical use of written derivatives on equities, indices and currency positions to manage risk and generate premium income.

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Industry:Software Trade
✓ Offered4
Classic asset management mandate
Individual asset management mandates with risk profiles such as fixed income, conservative, balanced, dynamic and equities; targeted use of derivatives, active and passive instruments.
Specific asset management mandate
Bond, equity and mixed mandates with customer-specific benchmarks, tactical ranges per asset class, use of derivatives as well as active and passive investment instruments.
Investment advice without a mandate
Discussion and definition of possible transactions, execution of orders, preferential terms with partner banks, and use of the cpm ag network and strategies.
CPM Equity Strategy Fund
Investment fund with internal NAV calculation and a login area; listed on the website as a fund of its own of cpm ag.

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Location

Baarerstrasse 71
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-172.978.419
Founded
2024 · 2 years
Last commercial register change
June 22, 2026
Employees
1 to 10

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