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DirectoryFinance & InsuranceExternal Asset ManagementUntersiggenthalIndependent Swiss Value Partners AG
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Independent Swiss Value Partners AG

Summary

About the company

Independent Swiss Value Partners AG provides discretionary portfolio management, investment advisory services and holistic wealth advice. The firm acts as an independent asset manager, works with custodian banks and selected outsourcing partners for compliance and back-office functions, and is supervised via a FINMA-licensed supervisory organisation.

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Products & services

Industry:External Asset Management
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Wealth management
Tailor-made discretionary portfolio management, aligning the investment strategy, ongoing monitoring and implementation of investments according to the investment objective, time horizon and risk tolerance.
Investment advisory
Independent investment advice with guidance on individual securities, asset allocation and support throughout the investment process, taking into account the investment objective, time horizon and risk.
Comprehensive wealth advisory
Comprehensive advice on choice of bank, fee negotiation, account overview and consolidation, illiquid assets, as well as retirement and estate planning.

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Location

Rosengartenweg 8c
5417 Untersiggenthal

At a glance

Legal form
Corporation
UID
CHE-158.161.810
Founded
2017 · 9 years
Last commercial register change
May 1, 2026
Employees
1 to 10

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