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 · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurich47 Heritage AG
47 Heritage AG Logo
Verified· 4 sources

47 Heritage AG

Summary

About the company

The core activity of 47 Heritage AG is wealth management and investment consulting for private clients, particularly in the area of wealth management. The company offers individual investment strategies, asset management, risk management, and sustainability solutions to meet the financial goals of its clients. In addition, the company also provides further services such as the selection and management of custodian banks, the administration of foundations and trusts, the optimization of wealth transfer strategies, as well as support in the acquisition of luxury goods and real estate.

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
✓ Offered8
Wealth Management
Tailor-made investment strategy, ongoing portfolio management, strategic asset allocation, sustainable investment solutions, and alignment with personal goals and risk tolerance.
Multi-Family Office Advisory
Independent, conflict-free advice for affluent clients, with individual guidance, strategic planning to preserve and grow assets, and long-term support.
Custody-Bank-Selection
Selection of suitable custodian banks in Switzerland and Liechtenstein, evaluation of additional custody providers, negotiation of terms and ongoing coordination and tracking.
Asset Consolidation & Reporting
Consolidated wealth overview across all custodians, tailor-made reporting outputs and detailed analyses by asset class and mandate.
Risk Management
Regular alignment of the investment strategy with financial objectives, personalised asset and liability management, and ongoing communication and monitoring.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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

Press

Media

May 11, 2021Media
Erster unabhängiger Vermögensverwalter mit Finma-Lizenz
finews.ch

Knowledge

No knowledge articles yet

Once 47 Heritage AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

47 Heritage AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank 47 Heritage AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of 47 Heritage AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Hirschengraben 28
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-236.472.202
Founded
2018 · 8 years
Last commercial register change
November 20, 2025
Employees
11 to 20

Similar companies

AI
Alpinum Investment Management AG
Zurich
BA
Belvalor AG
Zurich
EP
Entrepreneur Partners AG
Zurich
AS
Alpique Swiss Wealth Partners AG
Zurich