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DirectoryFinance & InsuranceExternal Asset ManagementZurichAltrafin AG
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Altrafin AG

Summary

About the company

The core activity of Altrafin AG is wealth management, particularly investment advice and comprehensive wealth advice for clients. The company provides services in the field of investment management, including risk management, sustainability policy and portfolio components.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
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Discretionary wealth management
Discretionary wealth management for private individual mandates and investment funds; free choice of bank, collaboration with banks in Switzerland and abroad, personal support and transparent reporting.
Investment advice
Portfolio investment advice with analysis and research support for selected clients; the final decision on portfolio implementation remains with the clients.
Comprehensive wealth advisory
Strategic asset allocation, comprehensive asset consolidation, monitoring and plausibility checks of custody banks and service providers, as well as investment controlling, bookkeeping and reporting.

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Location

Tödistrasse 5
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-112.490.522
Founded
2005 · 21 years
Last commercial register change
October 27, 2025
Employees
11 to 20

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