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DirectoryFinance & InsuranceFinancial ServicesZurichswisspartners AG
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swisspartners AG

Summary

About the company

swisspartners AG is a financial services firm offering wealth management and fiduciary and tax services, together with complementary real estate, insurance, financial planning and family office services.

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Offering

Products & services

Industry:Financial Services
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Wealth Management
Individual wealth management for international private clients, including asset management, advisory and execution mandates, consolidated wealth reporting, risk analysis and ongoing portfolio monitoring.
Financial Planning
Comprehensive financial planning for individuals and entrepreneurs, with long-term planning, wealth organisation, implementation support, tax planning and estate planning.
Family Office
Comprehensive family office services with a 360° view of wealth, analyses, documentation of structure and ownership arrangements, succession and estate planning, as well as digital access to assets via ONE by swisspartners.
Trust & Tax
Trust and tax services for affluent private individuals and entrepreneurs, including bookkeeping, payroll accounting, tax advisory, business transfer and relocation services.
Real Estate
Real estate solutions including initial letting and property management, consulting and analysis, project development, purchase, sale and brokerage, as well as renovations.
Press

Media

April 4, 2026Media
Projekt von KKS: Schweizer Banken interessiert an Finanzmarkt UK
bilanz.ch
December 3, 2025Media
Swisspartners stärkt Immobiliengeschäft
finews.ch
April 2, 2025Media
Swisspartners übernimmt Zürcher Vermögensverwalter
finews.ch
August 26, 2021Media
Swisspartners holt Ex-Manager von Credit Suisse in den Verwaltungsrat
netzwoche.ch
October 28, 2019Media
Swisspartners: Wechsel an der Spitze der Vermögensverwaltung | People | Aktuell
investrends.ch
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Location

Am Schanzengraben 23
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-334.514.362
Founded
2016 · 10 years
Last commercial register change
April 17, 2026
Employees
21 to 50

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