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DirectoryFinance & InsuranceExternal Asset ManagementZurichTerreus Capital AG
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Terreus Capital AG

Summary

About the company

Terreus Capital AG is an independent wealth and asset manager and multi-family office offering investment advisory, portfolio management and family office services to private and professional clients. The company is regulated and a member of the supervisory organisation AOOS recognised by the Swiss Financial Market Supervisory Authority (FINMA).

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Products & services

Industry:External Asset Management
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Investment and Wealth Advisory
Investment and wealth advisory, including financial planning, coordination of wealth, tax planning, retirement planning, estate planning, insurance policies and will execution services.
Portfolio Management
Discretionary portfolio management with needs assessment, long-term investment strategy, risk management, diversification and ongoing rebalancing to maintain the target asset allocation.
Family Office Services
Family office services for monitoring and optimization of financial affairs, including inheritance planning, asset structuring, budget and cash flow management, real estate management, financing and reporting.

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Location

Brandschenkestrasse 30
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.891.395
Founded
2010 · 16 years
Last commercial register change
September 19, 2025
Employees
11 to 20

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