ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,816 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZugSwissDirekt Beteiligungen AG
SwissDirekt Beteiligungen AG Logo
Verified· 2 sources

SwissDirekt Beteiligungen AG

Summary

About the company

SwissDirekt Beteiligungen AG is a financial and investment boutique providing wealth management and advisory services to high‑net‑worth individuals and entrepreneurs. Its offerings include investment management, independent advisory services, bridging investment opportunities, and tax and legal structuring for wealth preservation under its Wealth Care Concept.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Wealth Management
Tailored investment strategies, risk profiling, discretionary portfolio management, market analysis and due diligence to align portfolios with individual goals.
Independent Investment Advisory
Conflict-free, fiduciary advice with tailored solutions and a holistic view of investments, business interests, family needs and long-term goals.
Wealth Care Concept
Integrated Wealth-Care solutions with investment management, bridging investment opportunities and wealth preservation as three core pillars.
Bridging Investment Opportunities
Intermediation of unique investment opportunities through a network, partnerships and tailored matching of investors and projects.
Wealth Preservation
Tax efficiency, asset protection, compliance with legal regulations, unlocking financial potential, and succession and estate planning.
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub

Knowledge

No knowledge articles yet

Once SwissDirekt Beteiligungen AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

SwissDirekt Beteiligungen AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank SwissDirekt Beteiligungen AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of SwissDirekt Beteiligungen AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Ägeristrasse 8
6300 Zug
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.990.158
Founded
2007 · 19 years
Last commercial register change
February 25, 2025
Employees
1 to 10

Similar companies

BI
Bsafe Invest AG
Zug
FF
First Fidelity Trust AG
Zug
MG
meinTrade GmbH
Zug
PC
Point Capital Group AG
Zug
SA
SWISS AMF AG
Zug
SV
SMART VALOR AG
Zug
LG
Loyal Group GmbH
Steinhausen
CM
c&c move GmbH
Baar