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DirectoryFinance & InsuranceExternal Asset ManagementWinterthurCurawin AG
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Curawin AG

Summary

About the company

Curawin AG provides personal, independent and holistic financial advisory services to private clients, institutions and companies. Services include wealth analysis and structuring, liquidity and pension planning, investment advice and asset management, as well as tax, real estate/financing and estate-planning support.

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Products & services

Industry:External Asset Management
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Asset management
Development of investment strategies for parts or the entire portfolio, ongoing management within the defined mandate, regular reporting and adjustments as required.
Investment advisory
Sparring partner for clients who decide independently, support with decision-making, execution of the transaction process and portfolio adjustments only after consultation.
Wealth analysis and structuring
Holistic view of the components of wealth, consolidation of the overview and support for targeted management and achievement of objectives.
Financial and retirement planning
Analysis of the retirement provision situation, identification of individual options, support with early retirement and optimisation of retirement provision for entrepreneurs and self-employed people.
Estate planning
Advisory on arranging the transfer of assets to the next generation, support during key decisions and in implementing the necessary measures.

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Location

Birchwaldstrasse 5b
8409 Winterthur

At a glance

Legal form
Corporation
UID
CHE-132.397.392
Founded
2017 · 9 years
Last commercial register change
February 16, 2026
Employees
1 to 10

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