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DirectoryFinance & InsuranceFunds & Investment CompaniesZurichTopaz Wealth AG
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Topaz Wealth AG

Summary

About the company

Topaz Wealth AG is a Swiss platform for independent wealth managers and family offices. The company provides services in legal, compliance and risk, fiduciary and accounting, HR and administration, IT and applications, as well as banking, investment and succession planning solutions.

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Offering

Products & services

Industry:Funds & Investment Companies
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4
Service platform for independent wealth managers and family offices
All-in-one service platform with Legal, Compliance & Risk, Fiduciary & Accounting, HR & Administration as well as IT & Applications; on request also Investments and succession planning.
Banking services for wealth managers
Account and custody solutions, brokerage, payment services, Lombard loans, international tax reporting, AMC and administration solutions as well as data feeds for PMS systems.
Investment Management
Portfolio management & advisory, investment strategies and model portfolios, market and investment publications, fund management, custody analyses and investment recommendations, delegations and institutional clients.
Succession planning
Advisory and support for succession arrangements for independent wealth managers, with experience and possible solutions together with partner companies.
Reviews

Aggregated rating

Aggregated rating
4.3
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle4.33
★TrustpilotSoon
PProvenExpertSoon

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Location

Bahnhofstrasse 43
8001 Zurich
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:30
Tue
08:00 - 12:00, 13:00 - 17:30
Wed
08:00 - 12:00, 13:00 - 17:30
Thu
08:00 - 12:00, 13:00 - 17:30
Fri
08:00 - 12:00, 13:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-277.792.288
Founded
2019 · 7 years
Last commercial register change
June 18, 2020
Employees
1 to 10

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