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DirectoryFinance & InsuranceExternal Asset ManagementUsterMengelt Vermögensverwaltung AG
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Mengelt Vermögensverwaltung AG

Summary

About the company

The company's core activity is wealth management, particularly for affluent private clients in Switzerland and neighboring countries. The company offers services such as wealth management, stock exchange trading, asset management, pension fund management, property and inheritance law, as well as mortgages.

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Products & services

Industry:External Asset Management
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3
Wealth Management
Individual and independent wealth management with investment profile, strategy, implementation and ongoing reporting; including sustainable, values-based security selection and access to selected investment solutions.
Enduring Power of Attorney and Inheritance Law
Advisory services for enduring power of attorney as well as property and inheritance law; support in documenting personal wishes in due time and in establishing clear arrangements for matters of wealth and the estate.
Real Estate Financing and Property Sales
Real estate financing for owner-occupied homes, holiday homes and income properties, as well as support for the cost-efficient sale of owner-occupied homes, holiday homes and income properties.

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Location

Brunnenstrasse 17
8610 Uster

At a glance

Legal form
Corporation
UID
CHE-115.150.181
Founded
2009 · 17 years
Last commercial register change
November 17, 2022
Employees
1 to 10

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