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DirectoryBusiness & Technical ServicesManagement ConsultingHerrlibergWidmer Group GmbH
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Widmer Group GmbH

Summary

About the company

The company aims to provide financial consulting and project management for natural and legal persons. The company may enter into all commercial, financial, and other transactions and conclude contracts that are directly or indirectly related to its purpose; establish branches and subsidiaries domestically and abroad and invest in other companies domestically and abroad; acquire, encumber, dispose of, and manage real estate domestically and abroad; undertake financing for its own or third-party account as well as provide guarantees and sureties for subsidiaries and third parties; acquire, manage, and dispose of securities and industrial property rights.

Commercial register, canton of ZH·As of January 27, 2017View on Zefix
Offering

Products & services

Industry:Management ConsultingFinancial Services
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✓ Offered6
Independent financial advice
Independent, comprehensive and neutral advice on all financial matters, including an investment portfolio check-up, cost-saving opportunities, financial planning and tax advice.
Investment strategy advisory
Developing and reviewing investment strategies, including the definition and validation of the investment strategy as well as performance assessment of external asset managers.
Wealth management and asset allocation
Asset allocation and management, investment process, controlling and reporting, as well as risk management for family offices and companies.
Project leadership and management
Project leadership and management for companies, as an independent consulting service alongside investment and wealth matters.
Advocacy in committees
Representation of interests on the board of directors, board of trustees, in the pension fund and in the investment committee.

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Location

Grütstrasse 30
8704 Herrliberg

At a glance

Legal form
Limited Liability Company
UID
CHE-408.804.174
Founded
2017 · 9 years
Last commercial register change
January 27, 2017
Employees
1 to 10

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