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DirectoryFinance & InsuranceExternal Asset ManagementZurichMDA asset management GmbH
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MDA asset management GmbH

Summary

About the company

The core activity of MDA Asset Management is wealth management and investment advice for private clients. They offer strategic asset management, aiming for long-term good performance by measuring themselves against generally accepted benchmarks.

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Products & services

Industry:External Asset Management
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Wealth Management
Wealth management for private clients resident in Switzerland, including an investment strategy based on the risk profile, selection of the custodian bank, asset allocation, ongoing support, and a benchmark comparison.
Investment Advisory and Analysis of Existing Investments
Analysis of existing investments, assessment of optimization opportunities, discussion of asset allocation and fees, as well as presentation of an investment proposal with a cost overview.
Support for Financial Matters via Partner Network
End-to-end support for tax matters, foundations, trusts and international estate planning through qualified specialists within the partner network.

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Location

Holbeinstrasse 31
8008 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-110.274.657
Founded
2003 · 23 years
Last commercial register change
June 16, 2023
Employees
1 to 10

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