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DirectoryFinance & InsuranceExternal Asset ManagementZurichLM Finanz AG
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Verified· 3 sources

LM Finanz AG

Summary

About the company

The core activity of LM Finanz AG is the provision of financial services, particularly in the areas of private banking and asset management. The company's founders and partners, Markus Höhn and Thomas Wyss, have extensive experience in the financial industry, particularly with the Swiss Volksbank and Credit Suisse, and offer their clients individualized financial solutions.

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Offering

Products & services

Industry:External Asset ManagementFunds & Investment Companies
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Asset management
Asset management with active or passive investment strategies, implementation of the investment approach, ongoing monitoring of the investment process and personalised reports.
Fund Management
Fund Management with definition of the investment principles, alignment to the investor's risk appetite and assessment of risk propensity.
Securities trading authorization for partner banks
Opening of an account and custody account with partner banks, power of attorney for LM Finanz AG to trade securities on behalf of the customer.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Rennweg 39
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-106.838.775
Founded
1998 · 28 years
Last commercial register change
July 24, 2023
Employees
1 to 10

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