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DirectoryFinance & InsuranceExternal Asset ManagementZurichOriens Swiss Advisors AG
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Oriens Swiss Advisors AG

Summary

About the company

The core activity of Oriens Swiss Advisors Ltd. is the provision of wealth management services, including: wealth management, family office services, governance consulting, investment advisory, discretionary mandates (investment management based on individual investment strategies), and analysis and consulting of investment portfolios. The company offers its clients individual investment advice and management based on their specific needs and expectations. It works closely with leading Swiss banks to provide its clients with access to a wide range of investment products and strategies.

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Offering

Products & services

Industry:External Asset Management
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✓ Offered3
Wealth management
Individual investment advice, wealth management mandates and analysis of existing portfolios; advice on portfolio construction, tax implications and administrative solutions for private clients and companies.
Family office
Comprehensive support for wealthy families with strategic asset allocation, consolidation and reporting, portfolio analysis, real estate investments, as well as tax, succession, legal and accounting matters.
Custody bank and governance advisory
Advisory on custody banks, selection of suitable banking partners and alignment with the investor profile and investment objectives; also information on supervision, organisation and customer documentation.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Theaterstrasse 16
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-149.316.226
Founded
2016 · 10 years
Last commercial register change
April 22, 2026
Employees
1 to 10

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