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DirectoryFinance & InsuranceExternal Asset ManagementKüsnacht ZhWälti & Partner Vermögensverwaltungs AG
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Wälti & Partner Vermögensverwaltungs AG

Summary

About the company

Wälti & Partner Vermögensverwaltungs AG provides customised asset management and advisory services for private and institutional clients. Services include portfolio management, financial advice, tax optimisation, real estate management, estate planning and audit services; client assets are held at the bank chosen by the client and the company holds an authorization from FINMA.

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Products & services

Industry:External Asset Management
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Asset management
Asset management for private and institutional clients, with an individual strategy, implementation within defined parameters, ongoing monitoring and reporting.
Personal advice
Personal advice including analysis of needs, taking into account risk capacity, risk tolerance and tax aspects, as well as continuous support.
Financial and tax planning
Financial and tax planning for optimizing the wealth situation, including tax aspects and tax optimization.
Estate planning
Estate planning as well as general inheritance matters, supplemented by advance directives.

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Location

Untere Dorfstrasse 14
8700 Küsnacht Zh

At a glance

Legal form
Corporation
UID
CHE-104.808.088
Founded
1998 · 28 years
Last commercial register change
November 17, 2023
Employees
1 to 10

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