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DirectoryFinance & InsuranceExternal Asset ManagementZurichRocco Maiullari Vermögensverwaltung und Finanzberatung AG
Rocco Maiullari Vermögensverwaltung und Finanzberatung AG Logo
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Rocco Maiullari Vermögensverwaltung und Finanzberatung AG

Summary

About the company

The company's core activity is independent wealth management, including financial planning, tax and inheritance consulting, as well as property management and brokerage. The company also offers services such as portfolio analysis, sales mandates for real estate, and support for renovations and conversions.

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Products & services

Industry:External Asset Management
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Wealth Management
Independent wealth management according to client specifications, portfolio management with discretionary power of attorney, investment selection free from third-party influence.
Financial Advice
Comprehensive financial planning and advice for financial matters, supported by many years of experience in the banking and finance sector.
Tax Advisory
Tax advisory in collaboration with L+A Steuerberatung und Treuhand AG, support with financial-technical matters and tax matters.
Inheritance Advisory
Advice on inheritance matters, including support with the execution of wills and questions regarding the division of the estate.
Execution of Wills
Taking over the execution of wills as part of inheritance and estate matters.

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Location

Badenerstrasse 745
8048 Zurich

At a glance

Legal form
Corporation
UID
CHE-112.992.924
Founded
2006 · 20 years
Last commercial register change
August 14, 2025
Employees
1 to 10

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