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DirectoryFinance & InsuranceExternal Asset ManagementZurichL+A Vermögensverwaltung und Trust GmbH
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L+A Vermögensverwaltung und Trust GmbH

Summary

About the company

The core activity of L+A Vermögensverwaltung und Trust GmbH is wealth management and trust services, particularly in the field of financial services, including compliance with anti-money laundering laws and cooperation with the Swiss Financial Market Supervisory Authority (FINMA).

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Products & services

Industry:External Asset Management
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Asset management
Independent asset management with discretionary power of attorney; management of clients’ assets according to our own convictions, free from third-party influence, and held via a custodian bank.
Portfolio analysis
Analysis of securities portfolios also for non-clients; on request with investment recommendations.
Tax advice
Tax advice in collaboration with L+A Steuerberatung und Treuhand AG.
Inheritance advisory
Inheritance advisory in collaboration with L+A Steuerberatung und Treuhand AG.
Property management
Property management in collaboration with L+A Steuerberatung und Treuhand AG.

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Location

Badenerstrasse 745
8048 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-113.829.333
Founded
2007 · 19 years
Last commercial register change
January 29, 2026
Employees
1 to 10

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