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DirectoryFinance & InsuranceExternal Asset ManagementWinterthurWinterthur Consulting Group AG
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Winterthur Consulting Group AG

Summary

About the company

Winterthur Consulting Group AG is an independent advisory firm specialising in personal asset management and investment advice. Its services include rule‑based portfolio management (WCG:ROB), management of pension assets, portfolio analysis and consolidation, financial and legal advisory, and real‑estate financing. The firm holds an authorisation from the Swiss Financial Market Supervisory Authority (FINMA) and is overseen by the supervisory organisation OSFIN.

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Products & services

Industry:External Asset Management
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Asset Management
Asset management mandates based on the investment profile; management of assets, investment decisions and implementation in the portfolio are taken over.
Investment Advisory
Investment advisory mandates based on the investment profile; support with investment decisions; portfolio adjustments are made only after consultation.
Rules-Based Portfolio Management
Rules-based WCG:ROB approach for risk-adjusted management of equity portfolios; tracker certificates on Swiss equities and German equities as an investment solution.
Management of Retirement Assets
Lump-sum portability mandates for retirement assets; management of the portability assets within the defined mandate in collaboration with the Independent portability foundation.
Analysis & Consolidation
Consolidation of all assets with an overview by asset classes and individual instruments; used to assess risk and portfolio adjustments.
Financial Planning and Legal Advisory
Advisory on taxes, succession arrangements, retirement mandates, real estate and other economic and legal questions; if needed, specialists from the network are involved.
Real Estate Financing
Advisory for real estate financing; analysis of the financing need, consideration of the overall situation and definition of an optimal financing strategy.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Turnerstrasse 1
8400 Winterthur
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-113.765.070
Founded
2007 · 19 years
Last commercial register change
June 25, 2026
Employees
11 to 20

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