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DirectoryFinance & InsuranceExternal Asset ManagementZuzwil SgPecunia Verwaltung AG
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Pecunia Verwaltung AG

Summary

About the company

The core activity of Pecunia GmbH is wealth management for private clients, self-employed individuals and entrepreneurs. The company offers individual wealth management, digital wealth management and fund strategies to preserve and increase its clients' assets in the long term.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
Individual wealth management
Individual wealth management for affluent private clients, self-employed individuals and entrepreneurs with an investment amount from 250,000€; comprehensive support, personal advice, diversification across several asset classes.
Digital wealth management
Digital wealth management from 25,000€ one-time investment; online investing, savings plan option, fund and equity strategies from conservative to dynamic, tailored individually to risk specifications.
Varios Flex Fonds
Fund strategy for long-term wealth growth; can be used as a core investment, with low fluctuation range, a systematic approach and without reliance on manager reputation.
Subscribe to investor news
Quarterly investor news with information on current changes in the portfolios; subscription for prospects and clients to stay informed on an ongoing basis about the experts’ work.
Client portal access
Digital client portal access for online access to the custody account and documents; complements wealth management with digital support and reporting.
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Location

Stockenstrasse 5
9524 Zuzwil Sg

At a glance

Legal form
Corporation
UID
CHE-107.445.421
Founded
1993 · 33 years
Last commercial register change
December 30, 2020
Employees
1 to 10

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