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DirectoryFinance & InsuranceFinancial ServicesZurichswisspartners Group AG
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Verified· 3 sources

swisspartners Group AG

Summary

About the company

swisspartners Group AG provides wealth management and fiduciary/tax services and also offers real estate, insurance, financial planning and family office services.

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Products & services

Industry:Financial Services
✓ Offered6
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Wealth management
Individual wealth management for international private clients; asset management mandate, advisory mandate, execution-only mandate and consolidated wealth overview.
Family Office
Comprehensive family office services with a 360° view of assets, analyses, documentation of the structure and ownership relationships, as well as succession and estate planning.
Trust & Tax
Fiduciary, tax and accounting services for individuals and companies, including payroll accounting, tax advice, business transfer and relocation services.
Real estate
Real estate services including initial letting and property management, consulting and analysis, project development, purchase, sale and brokerage, as well as renovations.
Insurance
Privately placed life insurance (PPLI) and other life insurance and annuity insurance solutions for wealth protection, estate planning and tax structuring.
Financial planning
Individual financial planning with long-term planning, asset organization, implementation support, tax planning and estate planning.
Press

Media

December 3, 2025Media
Swisspartners stärkt Immobiliengeschäft
finews.ch
April 2, 2025Media
Swisspartners übernimmt Zürcher Vermögensverwalter
finews.ch
October 28, 2019Media
Swisspartners: Wechsel an der Spitze der Vermögensverwaltung | People | Aktuell
investrends.ch
June 26, 2018Media
swisspartners mit neuem Leiter und Verwaltungsrat | People | Aktuell
investrends.ch
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Location

Am Schanzengraben 23
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-407.083.638
Founded
2016 · 10 years
Last commercial register change
June 16, 2026
Employees
11 to 20

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