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DirectoryFinance & InsuranceExternal Asset ManagementKüsnacht ZhTrusted Advisors Wealth Management AG
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Trusted Advisors Wealth Management AG

Summary

About the company

The company aims to provide asset management and advisory services, as well as general financial and asset consulting services, and corporate consulting services to clients. Asset management is carried out in accordance with Art. 17 FINIG and Article 3, letter c, numbers 1-4 FIDLEG. It advises and accompanies clients in the sustainable securing and development of their assets. It accompanies its clients in building and investing assets with the goal of rebuilding, increasing and securing assets, using them sensibly and passing them on to the next generation. The company can establish branches and subsidiaries in Switzerland and abroad. The company can acquire, hold, encumber and sell real estate. The company can acquire, hold, encumber, manage and sell intellectual property rights and licenses of all kinds. The company can carry out all commercial, financial and other activities that are connected with the purpose of the company.

Commercial register, canton of ZH·As of September 18, 2023View on Zefix
Offering

Products & services

Industry:External Asset Management
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Wealth management
Wealth management for private and institutional clients, with personal advice, individual assessment and solutions tailored to the client’s needs.
Tax advisory
Tax advisory for private and business matters, with individual analysis, advice on complex issues and coordinated solutions in the client’s business environment.
Fiduciary services
Fiduciary services for mandates with discreet, direct support and solution-oriented handling of economic and organisational issues.

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Location

Untere Dorfstrasse 2
8700 Küsnacht Zh

At a glance

Legal form
Corporation
UID
CHE-255.162.989
Founded
2017 · 9 years
Last commercial register change
September 18, 2023
Employees
1 to 10

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