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DirectoryFinance & InsuranceFinancial ServicesZurichKaiser Partner Financial Advisors AG
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Verified· 3 sources

Kaiser Partner Financial Advisors AG

Summary

About the company

The core activity of Kaiser Partner is Private Banking and Wealth Management, including Trust Services and sustainable investing. The company provides advisory services to clients and has a private bank that offers independent expertise in this field.

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Products & services

Industry:Financial Services
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Discretionary Portfolio Management
Discretionary portfolio management with asset allocation, investment selection, active portfolio management and rebalancing in line with objectives, time horizon, risk tolerance and tax situation.
Portfolio Advisory
Portfolio advice and trading recommendations with client approval for execution; holistic account management while the client remains involved in each investment decision.
Hold Only
Hold-only custody for cash, precious metals and commodities without securities, advisory services or risk monitoring; client retains responsibility for allocation and decisions.
Responsible Investing
Responsible and sustainable investing aligned with personal values and goals, with jointly defined strategy, suitable investment selection and additional reporting on financial and value-based performance.
Investment Strategy
Selection and implementation of an appropriate investment strategy based on a structured investor-profile analysis, with customized portfolios and ongoing monitoring and rebalancing.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Location

Freigutstrasse 16
8002 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-114.836.181
Founded
2009 · 17 years
Last commercial register change
July 5, 2024
Employees
1 to 10

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