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DirectoryFinance & InsuranceExternal Asset ManagementZugKuhn, Loeb & Co. Asset Management AG
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Kuhn, Loeb & Co. Asset Management AG

Summary

About the company

SwissDirekt AG is a financial and investment boutique providing bespoke wealth and investment management services for high‑net‑worth individuals and entrepreneurs. Its offerings include the Wealth Care Concept with tailored portfolio management, independent advisory, access to selected investment opportunities, and legal and tax structuring for wealth preservation; the firm holds a licence from the Swiss financial regulator FINMA.

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Products & services

Industry:External Asset Management
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✓ Offered5
Wealth Management
Tailored investment strategies, risk profiling and discretionary portfolio management; market analysis and due diligence to align portfolios with client goals and risk tolerance.
Independent Advisory
Conflict-free advice, tailored solutions, holistic perspective and fiduciary responsibility for wealth, business interests, family needs and long-term ambitions.
Wealth Preservation
Tax efficiency, asset protection, legal compliance, succession and estate planning, plus strategies for blocked or restricted assets.
Wealth Care Concept
Integrated wealth care framework combining investment management, bridging investment opportunities and wealth preservation for high-net-worth clients and entrepreneurs.
Access to Investment Opportunities
Connecting clients with unique investment opportunities, innovative partnerships and tailored matching to preferences, risk appetite and expected outcomes.

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Location

Aegeristrasse 8
6300 Zug
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-110.131.319
Founded
2003 · 23 years
Last commercial register change
May 8, 2026
Employees
1 to 10

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