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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementKüsnacht ZhWälti & Partner Vermögensverwaltungs AG
Wälti & Partner Vermögensverwaltungs AG Logo
Verified· 2 sourcesTrust Score
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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Wälti & Partner Vermögensverwaltungs AG

4
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.
Trust & reputation

ranQ Trust Score of Wälti & Partner Vermögensverwaltungs AG

Trust Score

No score yet

x

A published score requires a data basis of at least 50% and data from at least two criteria groups other than identity. Missing evidence: Review quality, Review volume, Review recency, Media authority

Data basis 54% · As of October 2026

Wälti & Partner Vermögensverwaltungs AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Wälti & Partner Vermögensverwaltungs AG scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Wälti & Partner Vermögensverwaltungs AG scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Wälti & Partner Vermögensverwaltungs AG scores 0.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 54%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Media authority. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Comparisons

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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