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DirectoryFinance & InsuranceExternal Asset ManagementMännedorfEW Asset Management AG
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EW Asset Management AG

Summary

About the company

EW Asset Management AG provides discretionary asset management and investment advisory services with customized, client-specific investment strategies rather than benchmark-focused investing. Services include discretionary wealth management mandates, execution-only order handling, family office and trust/foundation advisory, portfolio monitoring, expert reports and financial training.

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Industry:External Asset Management
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Classic asset management mandate
Comprehensive, global wealth management with an individual investment strategy, an investment profile tailored to needs and risk appetite, and management of all services required for this purpose.
Execution-only
Execution of buy and sell orders for financial instruments without advice, management, warning or disclosure obligations; forwarding to the custodian bank on behalf of and at the customer’s expense.
Trust or foundation mandates
Advisory, trust and foundation mandates for assets as part of succession planning; preliminary clarification and obtaining quotations from banks and trust companies.
Family office services
Consolidation of accounts and custody accounts from different banks, ongoing overview of total wealth, as well as comprehensive advice and management of the custody accounts.
Portfolio monitoring, expert reports and valuations
Advice on financial matters, regular expert reports and valuations of assets, and joint development of proposals and solutions in personal discussions.

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Location

Emil-Staub-Strasse 5
8708 Männedorf

At a glance

Legal form
Corporation
UID
CHE-112.948.254
Founded
2006 · 20 years
Last commercial register change
November 2, 2022
Employees
1 to 10

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