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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichFinanz Konzept Asset Management AG
Finanz Konzept Asset Management AG Logo
Verified· 3 sourcesTrust Score
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.

AI-generated
Offering

Products & services

Industry:External Asset Management
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Finanz Konzept Asset Management AG

✓ Offered8
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.
Family Office Services
Family office services for affluent private clients, including coordination, selection and monitoring of service providers, as well as integrated solutions covering assets and beyond.
Corporate Services
Corporate services as part of the family office environment, linked via the website and offered as an additional service within the partner network.
Safe deposit boxes
Safe deposit boxes as an additional family office service, linked via the website to safe.zuerich and listed in the offer menu.
Trust & reputation

ranQ Trust Score of Finanz Konzept Asset Management AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 96% · As of October 2026

Finanz Konzept Asset Management AG scores 54.9 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.58.124%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.35.310%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.70.08%
Finanz Konzept Asset Management AG scores 89.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Finanz Konzept Asset Management AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Finanz Konzept Asset Management AG scores 82.9 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.82.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Finanz Konzept Asset Management AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». The rating draws, among other things, on 3.7 out of 5 stars from 3 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle3.73
★TrustpilotSoon
PProvenExpertSoon

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

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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