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DirectoryFinance & InsuranceExternal Asset ManagementZurichIDT Wealth Advisory AG
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IDT Wealth Advisory AG

Summary

About the company

The core activity of ETFMandate is investment consulting and asset management for private investors. The company offers various investment strategies, including long-term investments in stocks and ETFs, tactical investment decisions with a short- to medium-term horizon, as well as speculative trades with higher risk. The focus is on transparent and independent consulting, with founder and financial advisor Micha Bühlmann sharing his own investment decisions and providing regular newsletters and market insights to the company's members.

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Products & services

Industry:External Asset Management
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Premium Newsletter with immediate investment alerts, detailed trading rationales, access to the ETFMandate portfolio, a real-time transaction list, and prioritized access to online seminars or events.
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Free Newsletter with occasional news and market updates, a Weekly Market Snapshot, as well as insights into past transactions and market commentary.
Market Insights
Market commentary and analyses on stocks, interest rates, inflation, commodities, currencies and cryptocurrencies with ongoing contributions and an archive by month.

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Location

Wildbachstrasse 59
8008 Zurich
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-171.543.332
Founded
2023 · 3 years
Last commercial register change
August 15, 2023
Employees
1 to 10

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