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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMelideUVM Wealth Management Sagl
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UVM Wealth Management Sagl

Summary

About the company

The core activity of UVM Wealth Management is the provision of services in the field of asset management, particularly in the areas of: Private and occupational pension provision (Prävidenz), Life and non-life insurance, Capital-guaranteed investments, Advisory services in legal and financial matters, Asset management and consulting for private individuals and companies. The company also offers services in the areas of front office, administration and accounting.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance, retirement and tax advisory
Advisory for private individuals, companies and cross-border commuters on retirement, taxes, insurance coverage and wealth planning, with solutions compliant with Swiss regulations.
Insurance plans and policies
Plans and policies for private individuals and companies, with a diversified offering through collaboration with various insurance companies.
Health insurance fund consulting
Analysis of coverage and healthcare costs to identify the solution best suited to the clients’ needs.
Retirement planning advice (AVS, LPP, Pillar 3)
Verification of the AVS contribution status, management of LPP positions and support for retirement saving in Pillar 3.
Withholding tax consulting
Tax support for cross-border commuters, including handling withholding taxes and reclaiming the taxes paid.

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Location

Via Cantonale 31
6815 Melide

At a glance

Legal form
Limited Liability Company
UID
CHE-348.621.159
Founded
2021 · 5 years
Last commercial register change
September 15, 2021
Employees
1 to 10

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