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DirectoryFinance & InsuranceExternal Asset ManagementZurichKaiser Partner (Schweiz) AG
Kaiser Partner (Schweiz) AG Logo
Verified· 3 sources

Kaiser Partner (Schweiz) AG

Summary

About the company

The core activity of Kaiser Partner is wealth management services, particularly private banking, wealth advisory, family office and asset management. The company offers its clients individual solutions for managing and protecting their assets and supports them in long-term asset planning.

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Products & services

Industry:External Asset Management
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Wealth advisory
Practical, strategic planning for family, corporate and investment governance; analysis of existing arrangements, succession planning, asset protection, compliance, risk management and data protection.
Reporting & Controlling
Wealth reporting and controlling with an overall view of assets, an investment governance statement, oversight of allocation and accounting for trusts, foundations and complex structures.
Family Office
Family office services for affluent families: administrative support, coordination with investment managers and legal counsel, solutions for strategic matters and management of global wealth.
Trust services
Establishment and ongoing administration of trusts, private trust companies, foundations and holding companies in Liechtenstein, Switzerland and other jurisdictions.
Asset protection
Concepts to protect assets from unwanted access, including through foundations and trusts, with long-term integration into an overarching wealth strategy.
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
07:30 - 12:00, 13:00 - 16:30
Tue
07:30 - 12:00, 13:00 - 16:30
Wed
07:30 - 12:00, 13:00 - 16:30
Thu
07:30 - 12:00, 13:00 - 16:30
Fri
07:30 - 12:00, 13:00 - 16:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.313.820
Founded
2003 · 23 years
Last commercial register change
December 9, 2024
Employees
101 to 500

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