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DirectoryConstruction & ArchitectureSealing & InsulationWettingenDetlefson Anlageberatung AG
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Detlefson Anlageberatung AG

Summary

About the company

Detlefson Anlageberatung AG is an asset management firm specializing in private wealth management and related advisory services. The company provides discretionary and advisory mandates, portfolio analyses, succession planning and services related to real estate and Swiss art, and manages client assets via partner banks in Switzerland and Liechtenstein; it holds a FINMA licence and is affiliated with AOOS.

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Industry:Sealing & Insulation
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Classic wealth management
Long-term oriented and conservative wealth management, asset classes, succession planning, real estate and Swiss art; for private clients and external wealth managers.
Discretionary wealth management mandate
Discretionary mandate for private clients, portfolio management by Detlefson Anlageberatung AG, aligned with goals, needs and risk preferences, with regular portfolio reviews.
Investment advisory mandate
Advisory mandate for private clients, advice regarding investment needs, a professional second opinion and investment proposals based on the risk profile.
Portfolio analysis
Analysis of existing portfolios on request, including any improvement recommendations.
Succession planning
Succession planning for assets and wealth management firms, transfer of companies to younger generations, foundations, trusts and charities.
Press

Media

March 6, 2023Media
Hütteguet: Firma Detfleson von Vermögensverwalter Matthias Dudler
badenertagblatt.ch

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Location

Eigistrasse 30
5430 Wettingen
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.514.493
Founded
2016 · 10 years
Last commercial register change
May 21, 2026
Employees
1 to 10

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