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DirectoryFinance & InsuranceExternal Asset ManagementZurichPENSADOR Partner AG
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PENSADOR Partner AG

Summary

About the company

PENSADOR Partner AG is an independent asset manager that advises and manages wealth for private and institutional clients. Services include portfolio and advisory mandates, financial planning, pension and pension-fund solutions, and the PENSADOR Wealth Cockpit; the firm is authorized to manage collective assets and is supervised by FINMA.

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Asset management
Asset management mandates for private and institutional clients, including needs analysis, strategy selection, implementation, ongoing monitoring and regular reporting.
Advisory mandates
Investment advisory for private and institutional clients with clarification of needs, suitable investment options and support with decision-making.
Financial planning
Financial planning across the life cycle, including income and wealth planning, retirement provision analysis, retirement planning, estate planning and questions related to taxes, inheritance law and financing.
Pension and pension-fund solutions
Advice and implementation of retirement, pension fund and 1e retirement plans, as well as Pillar 3a and vested benefits accounts with ETF-based investment strategies.
Wealth consolidation (PENSADOR Wealth Cockpit)
Consolidation of assets and liabilities across multiple custodian banks and investments, with a clear presentation of development, risks and opportunities.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
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Location

Limmatquai 94
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.291.190
Founded
1995 · 31 years
Last commercial register change
July 15, 2026
Employees
21 to 50

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