ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,805 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichPortfolio Partner AG
Portfolio Partner AG Logo
Verified· 2 sources

Portfolio Partner AG

Summary

About the company

Portfolio Partner AG provides private banking and wealth advisory services for private clients, applying a long-term, structured investment approach that focuses on clients' personal needs and aims to preserve and grow their assets.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered
2
Wealth management advisory
Long-term wealth management advisory for demanding investors, with a strictly structured investment approach and focus on individual needs.
Private Banking
Private Banking for demanding investors with personal advice, a trust relationship spanning generations, and support in preserving and growing assets.

Knowledge

No knowledge articles yet

Once Portfolio Partner AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Portfolio Partner AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Portfolio Partner AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Portfolio Partner AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Basteiplatz 7
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.498.762
Founded
1996 · 30 years
Last commercial register change
October 25, 2022
Employees
1 to 10

Similar companies

SR
Swiss Rock Asset Management AG
Zurich
EP
Entrepreneur Partners AG
Zurich
EA
Everon AG
Zurich
G&
Grimaldi & Partners AG
Zurich