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DirectoryFinance & InsuranceExternal Asset ManagementZurichFinanzbegleitung AG
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Finanzbegleitung AG

Summary

About the company

The core activity of Finanzbegleitung AG is independent wealth management, where the company personally and competently accompanies customers in all phases of life and provides them with advice and support. The services include comprehensive financial support, including wealth management, investment advice and risk management.

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Products & services

Industry:External Asset Management
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Wealth management
Tailor-made wealth management mandates, fiduciary and independent management of investments and investment strategies aligned with personal goals, with professional monitoring of securities.
Investment advisory
Advisory support to implement an investment strategy jointly defined, assistance with proposals and ideas, sparring to maintain an overview of investments and personal investment solutions.
Mortgages
Financing strategies for fixed-rate mortgages, money-market mortgages or combinations, support with selecting the right mortgage structure, and handling interest-rate negotiations with the mortgage bank.
Financial planning
Preparation and implementation of personal financial plans for retirement, including weighing the pros and cons of different options and guidance during decision-making.
Taxes
Tax optimization as part of the financial plan, support with tax reporting and, if needed, completion of the tax return.

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Location

Aargauerstrasse 250
8048 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-115.699.923
Founded
2010 · 16 years
Last commercial register change
June 4, 2026
Employees
11 to 20

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