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DirectoryFinance & InsuranceExternal Asset ManagementMeilenVivainvest AG
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Vivainvest AG

Summary

About the company

Vivainvest AG provides independent, bank‑independent asset management and investment advisory services for private and institutional clients. The full‑service offering includes portfolio analysis, tailored investment strategies, transaction monitoring, regular reporting and assistance with inheritances.

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Products & services

Industry:External Asset Management
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Wealth management
Individual wealth management for private and institutional investors, including portfolio analysis, investment strategy, ongoing support, securities account structuring, and transaction monitoring.
Investment advisory
Ongoing, bank-independent advice, personal support, definition of individual investment objectives, assistance with selecting structured products, and reporting.
Account analysis and portfolio monitoring
Analysis of the current portfolio, monitoring and control of all transactions, and regular reporting on portfolio performance.
Support for inheritance and estate division
Support with inheritances and estate divisions in connection with wealth management and portfolio management.
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Location

Schulhausstrasse 10
8706 Meilen

At a glance

Legal form
Corporation
UID
CHE-103.167.878
Founded
1980 · 46 years
Last commercial register change
June 6, 2023
Employees
1 to 10

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