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DirectoryFinance & InsuranceExternal Asset ManagementBaselUnivest AG
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Univest AG

Summary

About the company

The company provides wealth management services, particularly as a Family Office, and focuses on managing assets for private clients. The core activities include developing investment strategies, selecting and monitoring investments, managing risks, and communicating with clients. The company positions itself as an independent asset manager that focuses on the needs of its clients and provides transparent information on investment results and costs.

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Products & services

Industry:External Asset Management
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Asset management
Tailored investment strategies, independent investment decisions, implementation with selected custodian banks, ongoing review of the investment profile and transparent reporting on returns, risk and investments.
Family office support
Personal support as a central point of contact for financial and legal matters, coordinating complex issues with external partners.

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Location

St. Alban-Vorstadt 72
4052 Basel

At a glance

Legal form
Corporation
UID
CHE-107.307.606
Founded
1957 · 69 years
Last commercial register change
July 20, 2026
Employees
1 to 10

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