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DirectoryFinance & InsuranceExternal Asset ManagementZollikerbergProspera-Invest Vermögensverwaltung AG
Prospera-Invest Vermögensverwaltung AG Logo
Verified· 3 sources

Prospera-Invest Vermögensverwaltung AG

Summary

About the company

The core activity of Prospera Invest is wealth management and financial consulting, including asset management, financial and pension planning, freedom of movement and taxes, as well as family office services.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered5
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Asset Management
Individual mandates, portfolio management and wealth structuring; ongoing monitoring, reporting and regular personal updates on market developments.
Financial & Pension Planning
Financial and pension planning, portfolio analysis, independent second opinion and mortgage-related advice; includes planning concepts for retirement, income gaps and pension fund decisions.
Pension & Taxes
Advice on vested benefits, job change or loss, and leaving Switzerland; includes tax-efficient vested benefits solutions and withdrawal planning.
Family Office Services
Tax-optimized wealth structuring, succession planning and estate planning; also advice on asset protection structures, trusts, foundations, company succession and wills.
Digital Asset Management
Digital discretionary management with access via app and browser; Family Office light mandate, ETF-based portfolio, three risk profiles, saving and withdrawal plan.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 15 reviews across all connected sources

Sources
GGoogle515
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Oberhubstrasse 20
8125 Zollikerberg
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-201.388.044
Founded
2017 · 9 years
Last commercial register change
May 26, 2026
Employees
1 to 10

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