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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLucernePMpartners AG Portfolio Management Services
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PMpartners AG Portfolio Management Services

Summary

About the company

PMpartners AG Portfolio Management Services is an independent asset manager that develops personalized investment strategies and manages portfolios using direct investments and diversified custody arrangements. Its services include model portfolios (Select 45, Balance 60, Ambition 75, Focus 90) and tailor-made mandates, with ongoing monitoring in cooperation with partner banks and transparent reporting and fee structures.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered4
Asset management
Asset management with an individual investment strategy, direct investments, and ongoing monitoring of assets in cooperation with partner banks.
Investment advice and needs analysis
Analysis of financial goals, family and professional situation, financial planning, wealth structure, as well as retirement, estate, real estate and tax planning as the basis for the advisory service.
Individual investment strategies
Strategies Select 45, Balance 60, Ambition 75, Focus 90 and tailor-made for conservative, balanced, dynamic and equity portfolios.
Tax statement for financial investments
Annual tax statement depending on tax domicile, prepared free of charge for customers of PMpartners AG.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Frankenstrasse 2
6003 Lucerne

At a glance

Legal form
Corporation
UID
CHE-112.212.383
Founded
2005 · 21 years
Last commercial register change
February 19, 2024
Employees
1 to 10

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