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DirectoryFinance & InsuranceExternal Asset ManagementZurichswisspartners Advisors AG
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swisspartners Advisors AG

Summary

About the company

The core activity of swisspartners Advisors Ltd. is independent investment consulting and asset management. The company focuses on finding the best investment products and offers them to its clients without offering its own investment funds or structured products. Clients themselves choose the custodian bank with which the company cooperates.

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Offering

Products & services

Industry:External Asset Management
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Discretionary Asset Management
Discretionary portfolio management for global markets, with analysis of the personal, professional and financial situation, definition of investment objectives and ongoing portfolio monitoring.
Relationship Management
Individual support with tailor-made solutions for investment objectives, ongoing review of return expectations, investment restrictions and risk capacity, as well as active communication.
Investment Controlling
Investment controlling and monitoring for lawyers, consultants, trustees, directors and officers to support fiduciary duties, with portfolio reviews and an Executive Summary.
Custodial Services
Support in selecting Swiss custodial banks, including information on custody conditions, regular reports, consolidations, portfolio analyses and tax reports on request.
Investment Philosophy & Approach
Investment approach focused on capital preservation and capital growth, selecting bonds and equities, using funds or ETFs, as well as adding gold, commodities and currencies.
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

Am Schanzengraben 23
8002 Zurich
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-114.529.632
Founded
2008 · 18 years
Last commercial register change
July 4, 2025
Employees
51 to 100

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