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DirectoryFinance & InsuranceExternal Asset ManagementBottmingenVögeli Vermögensverwaltung AG
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Vögeli Vermögensverwaltung AG

Summary

About the company

The core activity of Vögeli Vermögensverwaltung AG is wealth management and investment consulting, with a particular focus on tax consulting and representation for natural persons. This includes the preparation of tax returns, the review of tax assessments, the representation of interests vis-à-vis the tax authorities, and support with appeals.

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Products & services

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Asset management
Independent asset management on a mandate basis, using direct investments and exchange-traded index funds; management in the personal custody account at the bank of your choice.
Wealth advisory
Holistic wealth advisory with analysis of income, expenses, assets, taxes, retirement planning, succession and investments, as well as support during implementation.
Investment advisory
Independent investment advisory with a personal assessment, discussion of investment ideas and support with investment decisions within the defined investment strategy.
Custody account review
Independent second opinion on securities investment, checking strategy, risk, individual positions and total costs, as well as identifying potential for optimization.
Tax declaration and tax advice for individuals
Tax declaration and review of the tax assessment, representation with the tax authorities, and advice on tax-relevant transactions such as sale of a property, mortgage repayment or gifts.

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Location

Therwilerstrasse 10
4103 Bottmingen
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-106.754.658
Founded
1991 · 35 years
Last commercial register change
January 9, 2026
Employees
1 to 10

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