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DirectoryFinance & InsuranceExternal Asset ManagementLuganoVCI Asset Management SA
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Verified· 3 sources

VCI Asset Management SA

Summary

About the company

The core activity of VCI Asset Management SA is independent asset management and consulting for clients on the Swiss financial market. The company offers a proprietary platform for portfolio management, including the design of investment strategies, monitoring of investments and creation of analyses and reports. In addition, VCI Asset Management SA also provides consulting services to clients to achieve their financial goals.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Independent wealth advisory
Advice for savers and assets, without dependence on a banking group; analysis and customer-oriented recommendations.
Portfolio management
Asset Allocation management, real-time execution, consolidated views, currency management, Stop Loss and Take Profit alerts.
Securities analysis
Comparisons between securities and portfolios, custom categorization, VCI rating, proprietary analysis tools and access to 5000 mutual funds.
Operations with custody banks
Data flow with custody banks, automatic order submission, internal messaging and consolidated views for daily operations.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle55
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Via Canova 9
6900 Lugano
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-108.643.981
Founded
2004 · 22 years
Last commercial register change
November 10, 2022
Employees
11 to 20

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