The core activity of RÜETSCHI ZEHNDER AG is independent wealth management. The company offers services such as financial planning, tax optimization and estate administration, and serves private and corporate clients as well as patronal foundations.
Independent asset management for private and business clients as well as patronal foundations; individual portfolio structuring and personal support.
Financial planning
Financial planning for analysing the personal starting position, assessing adjustments and clarifying the need for action in different life phases.
Tax optimization / tax planning
Tax optimization and tax planning to use legal options to reduce the tax burden, including pension fund, pillar 3a and property maintenance costs.
Inheritance advice / testamentary execution
Inheritance advice and testamentary execution for gifts during one’s lifetime, benefiting partners and arranging the final will.
Asset management with the STAR-Z trading system
Asset management with the STAR-Z trading system as a trend-following system to reduce asset fluctuations and as a supplement to classic asset management.
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