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 & InsuranceExternal Asset ManagementZurichWealth Management Zürich AG
Wealth Management Zürich AG Logo
Verified· 3 sources

Wealth Management Zürich AG

Summary

About the company

The core activity of Wealth Management Zürich AG is the provision of asset management services, particularly in the establishment and management of investment funds and structured products. This includes fund structuring, compliance with legal and regulatory requirements, investment management, and ongoing administration and reporting. The company also offers individual asset management mandates for private banking clients and supports institutional clients in the management of collective assets.

AI-generated
Offering

Products & services

Industry:External Asset Management
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
Funds & Investment Companies
✓ Offered5
Wealth Management
Discretionary wealth management mandates for private clients with standardized investment strategies in CHF, EUR and USD, as well as mandates that can be tailored individually.
Institutional Wealth Management
Wealth management for institutional clients, in particular setting up and managing investment funds and structured products, along with accompanying administration and reporting.
Fund Setup and Management
Structuring, setting up and ongoing management of regulated investment funds, including legal and regulatory processing, investment management, administration and reporting.
Structured Products
Structuring, issuance and marketing of structured products, including actively managed certificates, tracker certificates and credit linked notes.
Execution-Only Mandate
Execution of investment decisions for self-directed investors without advisory or decision-making responsibility, at more favourable terms with custody banks.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

No knowledge articles yet

Once Wealth Management Zürich AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Wealth Management Zürich AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Wealth Management Zürich AG by reviews, experience and specialisations.

Is this your company?

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

Secure profile

Location

Dufourstrasse 1
8008 Zurich
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-372.264.249
Founded
2020 · 6 years
Last commercial register change
February 23, 2024
Employees
11 to 20

Similar companies

VP
Valvest Partners AG
Zurich
UR
UTO Real Estate Management AG
Zurich
AA
arvy AG
Zurich
FA
Finpact AG
Zurich