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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,701 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLucerneAlder, Helfenstein & Partner AG
Alder, Helfenstein & Partner AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Alder, Helfenstein & Partner is individual wealth management and control for private investors. The company develops performance modules tailored to the goals and wishes of investors and offers active wealth management, in contrast to simple wealth administration.

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Offering

Products & services

Industry:External Asset Management
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4.1/5

Alder, Helfenstein & Partner AG

✓ Offered
4
Asset management
Asset management with service modules tailored to the investor’s goals and wishes; active asset management instead of standardized management.
Advisory mandate
Advisory mandate with specific investment proposals; decision-making authority for individual investments remains with the clients.
Liquidity management
Liquidity management for corporate clients to make use of idle liquid funds.
FX management
FX management for corporate clients for investing and increasing liquid funds within professional currency management.
Trust & reputation

ranQ Trust Score of Alder, Helfenstein & Partner AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Alder, Helfenstein & Partner AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Alder, Helfenstein & Partner AG scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Alder, Helfenstein & Partner AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Alder, Helfenstein & Partner AG scores 1.4 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.1.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Alder, Helfenstein & Partner AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Brandgässli 6
6004 Lucerne

At a glance

Legal form
Corporation
UID
CHE-112.959.068
Founded
2006 · 20 years
Last commercial register change
June 25, 2024
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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