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DirectoryFinance & InsuranceExternal Asset ManagementZurichKeller von Arx und Partner AG

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Keller von Arx und Partner AG

Summary

About the company

The core activity of Keller von Arx and Partner AG is wealth management.

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Products & services

Industry:External Asset Management

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Wealth management

Wealth management with investment management mandates, definition of a risk profile and investment strategy, ongoing custody account monitoring and periodic review of the strategy.

Investment advice

Investment advice with independent analysis of existing securities portfolios held with third parties, individual investment proposals and an advice mandate on request.

Pension and retirement coordination

Coordination of pensions and retirement provision, along with support in implementing solutions to achieve objectives.

Tax planning and financial coordination

Organization of tax planning, real estate management, legal assessments, accounting and entrepreneur investments together with specialists from the network.

swilix investment solution

Long-term investment solution for personal saving with investments in Swiss companies and the best stocks from the SLI Swiss Leader Index.

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Location

Bahnhofstrasse 43

8001 Zurich

At a glance

Legal form: Corporation
UID: CHE-378.911.722
Founded: 2020 · 6 years
Last commercial register change: May 26, 2020
Employees: 1 to 10

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