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DirectoryFinance & InsuranceExternal Asset ManagementZurichFinanz Konzept Asset Management AG
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Finanz Konzept Asset Management AG

Summary

About the company

The core activity of Finanz Konzept AG is wealth management and consulting for private clients, particularly in the area of Family Office. The company offers services such as management mandates, execution mandates, Financial & Strategic Planning, Lifestyle Advisory, Family Governance, Wealth Planning, and wealth consulting. It focuses on individual customer care and consulting, offering modern investment opportunities and risk management strategies.

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Products & services

Industry:External Asset Management
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Wealth management
Active wealth management from CHF 250’000 for private and institutional investors, including needs analysis, risk profile, strategy, implementation, monitoring and management of the assets.
Management mandate
Management mandate with a personal strategy, selection of a suitable management model, active asset allocation, ongoing monitoring and reporting; from CHF 250’000.
Execution mandate
Execution mandate for independent investors with direct order execution without investment advice, access to international financial markets and financial information, no minimum investment amount.
Portfolio analysis
Portfolio analysis for secure and discreet review of existing assets; offered as a custody account check/analysis in the asset management sector.
Funds
Fund investments for qualified investors with a focus on precious metals, bonds and physical diamonds; mentioned include, among others, Triple Opportunity Fixed Income and Physical Diamond.
Reviews

Aggregated rating

Aggregated rating
3
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle32
★TrustpilotSoon
PProvenExpertSoon

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Location

Fraumünsterstrasse 27
8001 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.511.830
Founded
2010 · 16 years
Last commercial register change
October 10, 2025
Employees
11 to 20

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