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DirectoryFinance & InsuranceExternal Asset ManagementErlenbach ZhIlardo & Partner Asset Management AG
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Ilardo & Partner Asset Management AG

Summary

About the company

The core activity of Ilardo & Partner is independent wealth management, protecting the interests of its clients. The company offers services such as investment planning, asset protection, insurance and generational transition. It develops individual investment plans tailored to the needs and goals of its clients, and offers diversified portfolios with transparent costs.

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Products & services

Industry:External Asset Management
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Portfolio 70 bonds / 30 stocks
Mixed portfolios of stocks and bonds, with allocation of 70 bonds and 30 stocks.
Dividend portfolio
International dividend equity portfolios.

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Location

Lerchenbergstrasse 65
8703 Erlenbach Zh

At a glance

Legal form
Corporation
UID
CHE-112.157.614
Founded
2004 · 22 years
Last commercial register change
September 1, 2023
Employees
11 to 20

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