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DirectoryFinance & InsuranceExternal Asset ManagementOberwil BlLLW Milesi Vermögensverwaltung AG
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LLW Milesi Vermögensverwaltung AG

Summary

About the company

The core activity of LLW (leuthardt lyrer & wickart Vermögensverwaltungs AG) is the provision of financial services, in particular: financial consulting, investment consulting, derivatives, investments, inheritance planning, financing consulting, real estate consulting and trading, portfolio management, tax consulting and optimization, wealth consulting, pension consulting, and estate planning. The company thus offers a wide range of financial services tailored to the needs of private individuals and companies.

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Products & services

Industry:External Asset Management
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✓ Offered6
Wealth management advice
Comprehensive support in financial matters, from transaction-related investment advice to wealth and financial advice; including strategies to achieve financial goals.
Mortgage advisory
Advice on mortgages as part of the financial support, integrated into the analysis of needs and the development of suitable financial strategies.
Real estate advisory and sale
Support with real estate matters, in particular the sale of owner-occupied property in the Basel region, including valuation, listings, viewings, and handling of the process.
Tax advisory
Tax optimization, preparation of the tax return and the securities schedule, as well as tax-optimized investment structuring within legal limits.
Retirement planning
Planning of retirement, preparation of pension plans, and closing of pension shortfalls to prepare for the financial consequences of retirement.

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Location

Mühlemattstrasse 22
4104 Oberwil Bl

At a glance

Legal form
Corporation
UID
CHE-109.083.292
Founded
2001 · 25 years
Last commercial register change
May 28, 2026
Employees
1 to 10

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