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DirectoryFinance & InsuranceExternal Asset ManagementZurichROSERT Asset Management AG
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ROSERT Asset Management AG

Summary

About the company

The core activity of ROSERT Asset Management AG is independent wealth management for families, including the search for ethically correct investments, the management of bank assets and the coordination of complex tasks on the legal and administrative side. The company offers tailored investment services and focuses on the long-term securing of its clients' assets.

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Products & services

Industry:External Asset Management
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Asset Management
Asset management for private clients, tailored investment solutions aligned with personal objectives and risk profile, daily portfolio management by investment specialists.
Investment Advice
Investment advice with recommendations on individual financial instruments, support with analysis and research, with the final investment decision remaining with the client.
Family Office Services
Family Office Services with consolidated reporting as well as coordination of the various service providers at the legal and administrative level.

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Location

Stockerstrasse 6
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-393.548.103
Founded
2020 · 6 years
Last commercial register change
February 10, 2025
Employees
1 to 10

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