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DirectoryFinance & InsuranceExternal Asset ManagementZurichHelbling & Partner AG Vermögensverwaltung
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Helbling & Partner AG Vermögensverwaltung

Summary

About the company

The core activity of Helbling & Partner Asset Management Ltd. is asset management, particularly investment advice and management of assets for private and institutional clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered5
Discretionary portfolio management
Discretionary portfolio management with a long-term investment strategy, individual support, and collaboration with various banks.
Advisory services for wealth management
Personal advice for wealth management, tailored to individual needs and goals.
Analysis of securities portfolios
Careful analysis of securities portfolios as a supporting service within wealth management.
Financial planning
Financial planning as a complementary service to wealth management and client support.
Administrative support for tax and authorities matters
Administrative support for tax matters and in communication with authorities.
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Location

Seefeldstrasse 102
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-109.573.946
Founded
2002 · 24 years
Last commercial register change
March 28, 2023
Employees
1 to 10

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