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DirectoryFinance & InsuranceExternal Asset ManagementZurichThe Circle Partners AG
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The Circle Partners AG

Summary

About the company

The Circle Partners AG provides wealth management services through a dedicated Wealth Office, helping individuals and families structure personalized wealth architectures. The firm designs investment products and vehicles and offers strategic advisory services, including deal sourcing and investor matching.

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Products & services

Industry:External Asset ManagementFamily Offices
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Wealth Management
Wealth management for private individuals and families with a long-term focus; Wealth Office, personalised advice, open-architecture portfolios and access to investment products.
Investment Products
Investment products and investment vehicles to close market gaps; developed together with partners and access to unique offerings.
Strategic Advisory
Tailored consulting and advisory services, sourcing deals, matching investors and creating opportunities for clients and partners.

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Location

Florastrasse 44
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-131.654.586
Founded
2025 · 1 year
Last commercial register change
April 13, 2026
Employees
1 to 10

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