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DirectoryFinance & InsuranceExternal Asset ManagementZurichZürisee Investment Partners AG
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Zürisee Investment Partners AG

Summary

About the company

The core activity of Zürisee Investment Partners AG is the provision of investment services, particularly in the development of tailored solutions for clients.

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Products & services

Industry:External Asset Management
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Individual wealth management
Individual wealth management, managing assets and ongoing monitoring of investments with tailored wealth strategies.
Asset consolidation
Asset consolidation, compiling total assets and providing a structured overview for individual advisory and planning.
Estate planning and division of the estate
Estate planning and division of the estate, involving descendants in processes and developing individual solutions for the transfer of assets.
Products and funds
Products and funds, a conservative core portfolio with a value approach, third-party funds after review, as well as tailored products and certificates.
Uvote – Consumer Stocks
Uvote – Consumer Stocks, investment offering in the consumer goods sector in collaboration with Helvetische Bank Zürich.

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Location

Riesbachstrasse 52
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.011.798
Founded
2006 · 20 years
Last commercial register change
December 19, 2025
Employees
1 to 10

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