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DirectoryFinance & InsuranceExternal Asset ManagementZurichHolland Parc AG
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Holland Parc AG

Summary

About the company

The company's purpose is to provide services in the fields of finance and economics, in particular consulting, administration and monitoring of financial products and investments, as well as providing other administrative services in this context. Furthermore, the company may establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad. The company may acquire, hold and sell real estate, rights and licenses. The company may engage in all commercial, financial and other activities that appear to promote the purpose of the company or are connected with it.

Commercial register, canton of ZH·As of October 10, 2023View on Zefix
Offering

Products & services

Industry:External Asset ManagementFamily Offices
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Financial Services
✓ Offered4
Wealth management consultancy
Wealth management consultancy for multi-generational families, business owners and trustees; portfolio analysis, fee optimisation, custodian bank selection, investment strategy, reporting and consolidation.
Family services
Family services for coordinating banking, tax and legal affairs; multi-generational financial education, philanthropic planning and support for family wealth coordination.
Reporting & consolidation
Consolidated asset overviews across bank accounts, financial assets, real estate, art and other asset classes; performance tracking, cash flow analysis, cost monitoring, planning and budgeting.
Manager due diligence
Manager due diligence for private markets and hedge funds; targeted, customised solutions aligned with investment strategy and objectives.

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Location

Bellevueplatz 5
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-162.829.628
Founded
2020 · 6 years
Last commercial register change
October 10, 2023
Employees
1 to 10

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