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DirectoryFinance & InsuranceExternal Asset ManagementTeufen ZhRWM Vermögensverwaltungs AG
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RWM Vermögensverwaltungs AG

Summary

About the company

RWM Vermögensverwaltungs AG provides asset management and asset organization services and is FINMA‑authorised under Art. 17 FINIG while being a member of the Swiss Association of Asset Managers (VSV). Services include defining investment strategy, written agreements, detailed portfolio statements with transparent performance calculation and semiannual reviews; the firm also offers related tax, estate and pension advisory services.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth organisation and wealth management for building, preserving or drawing down assets; investment strategy, target areas by investment categories, income-oriented and growth-oriented positioning, regular reviews.
Marriage and inheritance law planning
Estate planning and marriage and inheritance law planning, drafting of contracts, regulation of beneficiaries, notarisation at the notary, appointment of an executor of the will.
Tax planning & tax returns
Tax planning, tax optimisation and support with your tax return; review of legal tax savings in retirement planning, estate planning and investments.
Retirement planning
Planning retirement, early or regular retirement, partial retirement, receiving AHV, pension fund and Pillar 3a/3b benefits, questions relating to real estate.
Retirement and insurance planning
Retirement and insurance planning and a review for AHV/IV/EL, UVG/BVG as well as Pillar 3a/3b; assessment of benefits for illness, accident, disability and death.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Oberteufenerstrasse 54
8428 Teufen Zh

At a glance

Legal form
Corporation
UID
CHE-482.028.343
Founded
2023 · 3 years
Last commercial register change
August 15, 2023
Employees
1 to 10

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