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DirectoryFinance & InsuranceExternal Asset ManagementZurichNovak, Thurnheer + Partner AG
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Novak, Thurnheer + Partner AG

Summary

About the company

The company's core activity is asset management, particularly individual asset management for private individuals, non-profit foundations and pension funds. The company offers services such as the development of investment guidelines and the management of deposits to achieve long-term asset growth for its clients.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
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Asset management
Classic, tailor-made asset management for private clients and institutions; long-term investment strategies, custom custody account structures, ongoing risk monitoring and reporting.
Wealth planning
Consolidation of total assets, budget planning and liquidity management, as well as retirement and succession planning with external specialists.
Administrative support
Financial administration with liquidity control, coordination and monitoring of payment flows, as well as receipt, processing and control of bank correspondence.
Institutional asset management
Asset management and advisory services for pension funds, charitable foundations, family foundations and corporate assets, as well as participation in the investment committee of pension funds.
Sustainability mandate
Own sustainability mandate with NTP Go4Impact; portfolios with transparently disclosed sustainability and collaboration with Ethos and Go4Balance.

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Location

Kuttelgasse 1
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.257.187
Founded
1998 · 28 years
Last commercial register change
August 3, 2026
Employees
21 to 50

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