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DirectoryFinance & InsuranceExternal Asset ManagementZurichFinanzboutique AG
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Finanzboutique AG

Summary

About the company

The company's core activity is wealth management and administration for private clients and companies, including services such as wealth check, portfolio management, investment strategy, tax and trust services, family office services, mortgage advice and company formation support. The company acts as an independent asset manager and supports clients in managing their assets, planning their finances and representing them to banks, authorities and third parties.

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Products & services

Industry:External Asset Management
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Wealth management
Comprehensive wealth management for private clients, families and companies; analysis of portfolios, investor profile and investment strategy, implementation and ongoing monitoring with the custodian bank.
Wealth Check
Periodic review of wealth situation, investment profile, portfolio structure, securities selection, costs and bank documents; including Wealth Check Light for a rough snapshot.
Financing and Retirement Planning
Arrangement of financing and mortgages as well as advice on occupational and private retirement provision, advance directive, will, estate execution, succession planning and retirement.
Tax, Fiduciary and Family Office Services
Tax advice and tax returns, fiduciary services, company formation as well as family office services for private and business matters, succession planning, property management and insurance issues.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Gartenstrasse 17
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-166.821.198
Founded
2016 · 10 years
Last commercial register change
May 15, 2025
Employees
1 to 10

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