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DirectoryFinance & InsuranceExternal Asset ManagementZurichEntrepreneur Partners AG
Entrepreneur Partners AG Logo
Verified· 4 sources

Entrepreneur Partners AG

Summary

About the company

The core activity of Entrepreneur Partners AG is wealth management and investment consulting for private and business assets, including the management of investment funds and the provision of services in the areas of financial planning and pension planning.

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Products & services

Industry:External Asset ManagementFunds & Investment Companies
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Private Equity & Venture Capital
✓ Offered9
Wealth management
Individual wealth management, tailored investment strategies, adjustment of the strategic asset allocation, comprehensive support in wealth matters.
Investment advisory
Advice on personal, business and real-estate-related investments as well as retirement planning, with fully independent solutions tailored to individual needs.
Equity mandates
Management of equity investments, direct contact with listed companies, optimisation and price-hedging mandates for larger individual positions.
Bond mandates
Management of bond mandates in the main currencies for private and institutional clients.
Real estate advisory
Advisory on financing options for buying or selling real estate, and on investment opportunities.
Reviews

Aggregated rating

Aggregated rating
4.5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle4.52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

February 1, 2023Media
A Newcomer Shakes up the Swiss Asset Management Scene
finews.com
February 1, 2023Media
Christoph Lieber: «Dieser Deal hat Signalwirkung für die Schweiz»
finews.ch
June 15, 2017Media
Entrepreneur Partners bringt zweiten Fonds auf Schweizer Aktien | News | Aktuell
investrends.ch

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Secure profile

Location

Seestrasse 356
8038 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.527.461
Founded
2008 · 18 years
Last commercial register change
March 6, 2026
Employees
21 to 50

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