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DirectoryFinance & InsuranceExternal Asset ManagementBaarLMM (Schweiz) AG
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LMM (Schweiz) AG

Summary

About the company

The core activity of LMM Investment Controlling AG is the provision of services in the field of investment controlling, particularly in the areas of analysis, consulting, monitoring and control of assets, as well as the creation of reports and the provision of Family Office Services. The company supports clients in the management and control of their assets, including illiquid assets, real estate, private equity and sustainable investments.

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Products & services

Industry:External Asset Management
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Investment Controlling
Modular wealth management with analysis, advice, monitoring & control, and reporting for private and institutional investors.
Analysis
Assessment of investment portfolios by reviewing return, risk and costs, benchmark and peer-group comparisons, stress tests and specific recommendations.
Advisory
Advisory on investment objectives, investment strategy, investment organization, tendering of management mandates, contract structuring and fee comparison of asset managers and banks.
Monitoring & Control
Ongoing monitoring of market and order compliance, investment restrictions, diversification and counterparty risk, as well as review of billing and costs.
Reporting
Overall wealth reports and consolidated analyses with structure, development, key figures, benchmark and peer-group comparisons, and assessment of investment performance.

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Location

Schochenmühlestrasse 6
6340 Baar
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-173.243.154
Founded
2023 · 3 years
Last commercial register change
March 7, 2024
Employees
11 to 20

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