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DirectoryFinance & InsuranceExternal Asset ManagementWidnauFormat Vermögen & Anlagen AG
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Format Vermögen & Anlagen AG

Summary

About the company

The company's core activity is wealth management. The company offers consulting services to support customers in choosing a suitable investment and securing it in the long term. Wealth management includes stock investments, bond investments and mixed mandates, with the aim of achieving capital gains, income and asset preservation.

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Industry:External Asset Management
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Funds & Investment Companies
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Wealth management
Wealth management for private and institutional investors, including individual investment strategies, ongoing monitoring, adjustments and portfolio optimisation.
Wealth investments
Wealth investments in equities, bonds, alternative investments and mixed investments, with a focus on sustainable value growth, diversification and different risk budgets.
Equity investments
Equity investments in Swiss exchange-listed companies, including formats for Swiss equities, mid- and small-cap companies, dividend stocks and flexible equity allocation.
Bond investments
Global bond investment aligned with the interest-rate environment, capital preservation, income and a low risk budget.
Alternative investments
Alternative investments focused on absolute-return strategies for diversification, low correlation with equities and bonds, and lower volatility.
Press

Media

March 2, 2026Media
Diese Aktien empfehlen die besten Vermögensverwalter
bilanz.ch
February 22, 2024Media
Das sind die besten Vermögensverwalter der Schweiz
bilanz.ch

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Location

Poststrasse 5
9443 Widnau

At a glance

Legal form
Corporation
UID
CHE-241.043.166
Founded
2012 · 14 years
Last commercial register change
March 17, 2026
Employees
11 to 20

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