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DirectoryFinance & InsuranceExternal Asset ManagementLucerneWaltisberg Unternährer Keller Vermögensmanagement AG
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Waltisberg Unternährer Keller Vermögensmanagement AG

Summary

About the company

Waltisberg Unternährer Keller Vermögensmanagement AG provides wealth planning and asset management services. Offerings include financial planning, pension and tax planning, succession and estate planning, discretionary asset management, investment advice, portfolio analysis and asset consolidation; the firm describes itself as an independent asset manager and states it does not accept retrocessions or third‑party commissions.

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Products & services

Industry:External Asset Management
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✓ Offered9
Wealth management
Individual wealth management with a defined investment strategy, a strategic equity allocation, transparent investments and ongoing operational management.
Investment advice
Individual investment advice for defining the investment strategy, selecting suitable investments, analysing and monitoring the portfolio, and making regular investment recommendations.
Wealth planning
Comprehensive wealth planning with solutions in the areas of finances, provision, taxes, succession and estate.
Portfolio analysis
Analysis of existing portfolios to identify weaknesses or conflicts of interest, as well as to reduce risks and optimise returns.
Asset consolidation
Comprehensive consolidation of assets for greater transparency, clarity and an independent view of the asset situation.

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Location

Sempacherstrasse 5
6003 Lucerne

At a glance

Legal form
Corporation
UID
CHE-324.408.988
Founded
2017 · 9 years
Last commercial register change
May 20, 2025
Employees
1 to 10

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