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DirectoryFinance & InsuranceExternal Asset ManagementZurichLüscher Vermögensverwaltung AG
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Lüscher Vermögensverwaltung AG

Summary

About the company

Lüscher Vermögensverwaltung AG is an independent asset manager providing discretionary portfolio management for high-net-worth private clients, creating individual investment profiles and managing bank assets under an asset management agreement. The firm holds a FINIG (Art. 17) licence and cooperates with external auditors, a supervisory organisation and compliance partners.

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Industry:External Asset Management
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2
Wealth management
Individual wealth management for affluent private clients with a bank account/securities account; creation of an investment profile, implementation of instructions, selection and execution of investments and transactions.
Estate planning
Support with advance-care instructions, wills, executor mandates, advance directives for patients and tax matters in collaboration with renowned fiduciary firms.

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Location

Splügenstrasse 10
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-457.903.031
Founded
2024 · 2 years
Last commercial register change
December 20, 2024
Employees
1 to 10

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