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DirectoryFinance & InsuranceExternal Asset ManagementUrdorfNardi Asset Management & Consulting AG
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Nardi Asset Management & Consulting AG

Summary

About the company

Nardi Asset Management & Consulting AG is an independent asset manager providing portfolio management mandates and advisory services. Offerings include discretionary portfolio management, custody/portfolio analysis and comprehensive advisory support such as tax optimisation, succession planning, assistance with residence-related matters, and help selecting or coordinating with custodian banks and other specialists.

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Products & services

Industry:External Asset Management
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Asset management
Define the strategy and delegate investment decisions within clearly defined guidelines; systematic monitoring of the client portfolio and flexible weighting of the asset classes.
360° advisory
Tax optimization, support with estate planning, change of residence and legal matters, assistance in selecting the custody bank, as well as involving and brokering specialists.
Depot analysis
Analysis of investments, fees, hidden costs, liquidity, transparency and performance compared with the investment strategy and the client’s needs.

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Location

Dorfstrasse 3b
8902 Urdorf

At a glance

Legal form
Corporation
UID
CHE-371.180.590
Founded
2024 · 2 years
Last commercial register change
April 12, 2024
Employees
1 to 10

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