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DirectoryFinance & InsuranceExternal Asset ManagementUsterDBC Vermögensverwaltung AG
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DBC Vermögensverwaltung AG

Summary

About the company

DBC Vermögensverwaltung AG provides asset management services on a discretionary mandate basis with reference currency CHF, including benchmark and sector comparisons for performance assessment. The firm also offers strategic and business consulting and states it operates with a FINMA licence under the supervision of FINcontrol Suisse AG and is connected to the Swiss Financial Ombudsman (FINOS).

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Asset management
Asset management on a mandate basis with reference currency SFR, benchmark index and industry comparison; with a FINMA licence, supervised by FINcontrol Suisse AG and affiliated with Finanzombudsstelle Schweiz.
Strategic consulting
Strategic consulting and business consulting for clients; the website lists these services together with long-term support of the client base.
Business consulting
Business consulting as an additional advisory service alongside asset management, with a focus on supporting existing clients.

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Location

Hartgrundweg 16
8610 Uster

At a glance

Legal form
Corporation
UID
CHE-138.117.154
Founded
2019 · 7 years
Last commercial register change
December 16, 2024
Employees
1 to 10

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