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DirectoryFinance & InsuranceExternal Asset ManagementTübachCreda Finanz und Beratungs AG
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Verified· 3 sources

Creda Finanz und Beratungs AG

Summary

About the company

The company's core activity is wealth management. The company offers individual solutions for customers to manage and develop their assets. This includes investment advice, portfolio management and customer support. The company positions itself as a partner for its customers to jointly develop long-term and sustainable asset strategies.

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Offering

Products & services

Industry:External Asset Management
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Asset Management
Asset management based on an investment strategy developed jointly; regular, transparent reporting on results. Free from conflicts of interest and without selling proprietary products.
Investment Advisory
Investment advice based on the investment strategy; professional proposals to achieve financial goals, which clients can freely implement or decline.
Multi Family Office
Comprehensive family office services for individuals and families; support with wealth management, sustainable structures and solutions across generations.
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

Im Bumert 1b
9327 Tübach
Opening hours
Mon
08:00 - 11:30, 14:00 - 17:00
Tue
08:00 - 11:30, 14:00 - 17:00
Wed
08:00 - 11:30, 14:00 - 17:00
Thu
08:00 - 11:30, 14:00 - 17:00
Fri
08:00 - 11:30, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-403.476.401
Founded
2011 · 15 years
Last commercial register change
October 23, 2025
Employees
11 to 20

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