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DirectoryFinance & InsuranceExternal Asset ManagementUrnäschIPM Institut für Pensions Management AG
IPM Institut für Pensions Management AG Logo
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IPM Institut für Pensions Management AG

Summary

About the company

The core activity of IPM AG is the planning, development and implementation of financial services products, particularly in the area of retirement and pension planning, for institutional clients such as banks, insurance companies, asset management companies and financial distributors.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered6
Wealth management
Wealth management for institutional clients with a long-term value-investing approach, fundamental analysis and selected equity strategies.
Asset management for collective assets
Asset management for collective assets, including investment advice for the launched UCIT-Funds IP Pensionsplan Chance and IP Pensionsplan Balance.
Financial Engineering
Advisory and development of collective asset structures, development of investment products and organisation of life-cycle processes for financial products.
Asset Protection
Protection and structuring of assets for institutional clients and financial intermediaries.
B2B marketing services
B2B marketing services for institutional clients and partners.
Reviews

Aggregated rating

Aggregated rating
3.8
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle3.86
★TrustpilotSoon
PProvenExpertSoon

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Location

Saien 952
9107 Urnäsch

At a glance

Legal form
Corporation
UID
CHE-386.223.765
Founded
2019 · 7 years
Last commercial register change
May 20, 2019
Employees
11 to 20

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