ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichvon Moos Vermögensberatung AG
von Moos Vermögensberatung AG Logo
Verified· 2 sources

von Moos Vermögensberatung AG

Summary

About the company

von Moos Vermögensberatung AG is a firm providing asset management and advisory services. It offers personal portfolio management for private clients, family office services, consolidation of assets across multiple bank relationships, and oversight of external asset management mandates. The company holds FINMA authorization and is affiliated with the Ombudsstelle Finanzdienstleister (OFD).

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered3
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
Wealth management and advisory
Asset management according to an investment agreement, ongoing review of the investment policy, proposals for asset allocation and management of portfolio assets.
Family office services
Consolidation of assets held with multiple banks, unified reporting, advice on estate planning as well as on the formation of companies.
Monitoring external asset management mandates
Monitoring of external asset management mandates, review of the investment policy, performance comparison as well as analysis of custody management and transaction costs.

Knowledge

No knowledge articles yet

Once von Moos Vermögensberatung AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

von Moos Vermögensberatung AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank von Moos Vermögensberatung AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of von Moos Vermögensberatung AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Klosbachstrasse 37
8032 Zurich

At a glance

Legal form
Corporation
UID
CHE-110.293.353
Founded
2003 · 23 years
Last commercial register change
January 14, 2022
Employees
1 to 10

Similar companies

BE
Birn Executive Search & Consulting Switzerland GmbH
Zurich
AA
availabill ag
Zurich
HC
Helvetic Capital Consulting AG
Zurich
GA
glimex ag
Wallisellen