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DirectoryFinance & InsuranceExternal Asset ManagementParadisoSZ & Partners SA
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SZ & Partners SA

Summary

About the company

SZ & Partners SA is an independent wealth management firm specializing in asset management and portfolio advisory services. The firm provides discretionary portfolio management and whole‑portfolio advisory for private, professional and institutional clients, facilitates access to external tax, succession and insurance advisors, and is authorized by FINMA as an asset manager and affiliated with relevant industry bodies.

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Products & services

Industry:External Asset Management
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Wealth management
Personalised, individual wealth management with a custodian bank selected by the client, investment instructions via administrative power of attorney, with attention to risk, investment horizon and capital preservation.
Full-portfolio advisory
Advisory on the entire portfolio for professional and institutional clients, with profitability and risk analysis, consolidated reporting and aggregation of the assets managed by third parties.
Access to specific advisory
Access to specific advisory in tax, inheritance, corporate and insurance matters through cooperation with international banking groups and external professionals.
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Location

Hier entsteht die Karte
Via Guisan 6
6900 Paradiso

At a glance

Legal form
Corporation
UID
CHE-113.866.392
Founded
2007 · 19 years
Last commercial register change
July 14, 2025
Employees
1 to 10

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