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DirectoryIT & CommunicationPublishingZurichTheta Investor's Bookshop AG
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Theta Investor's Bookshop AG

Summary

About the company

Theta Investor's Bookshop AG is an independent financial firm providing professional asset management and portfolio structuring services for private and institutional clients. The firm develops rule-based dynamic allocation strategies, model portfolios and a research-based stability indicator to detect market instabilities and produce trading signals. It also offers support for investment committees and solutions for financial intermediaries.

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Products & services

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Wealth management
Wealth management and structuring with independent investment decisions, an individual investment strategy, ongoing monitoring and periodic reporting.
Investment solutions for private investors and families
Investment solutions for private investors and families with personalised support, portfolio review, life planning, risk profile and bank-independent implementation.
Investment concept
Investment concept with dynamic allocations, a focus on stability, targeted wealth growth, regular income and implementation according to the personal risk profile.
Support investment committees
Support for investment committees and investment subcommittees in tactical allocation decisions, with model portfolios, guidelines and analysis reports.
Custom model portfolios
Custom model portfolios for institutional investors, built with a stability focus and geared towards tactical allocation and crisis resilience.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Gessnerallee 38
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-107.699.200
Founded
1994 · 32 years
Last commercial register change
April 21, 2015
Employees
1 to 10

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