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DirectoryFinance & InsuranceExternal Asset ManagementBernDr. Milène Wegmann & Partner Vermögensverwaltung AG
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Dr. Milène Wegmann & Partner Vermögensverwaltung AG

Summary

About the company

The core activity of Dr. Milène Wegmann & Partner Vermögensverwaltung AG is wealth management with a consistently applied value approach, in particular the management of stocks and other securities for its clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered3
Asset management mandates
Asset management mandates focused on undervalued, solidly financed investments; individual investment strategy, equity allocation according to risk profile, portfolios with an equity and a safety component.
Investment advisory mandates
Investment advisory mandates with fundamental research, assessment of companies based on balance-sheet strength, management analysis and stock selection using a value approach.
Wealth management for family offices, foundations and private clients
Support for family offices, clients with individual investment objectives, individuals in retirement planning, clients building up wealth, as well as foundations with cash-flow management.
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Location

Spitalgasse 14
3011 Bern

At a glance

Legal form
Corporation
UID
CHE-114.415.922
Founded
2008 · 18 years
Last commercial register change
January 19, 2023
Employees
1 to 10

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