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DirectoryFinance & InsuranceExternal Asset ManagementZurichAscentus AG
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Ascentus AG

Summary

About the company

Ascentus AG is a FINMA‑licensed, independent wealth and asset management firm serving high‑net‑worth individuals and families. It operates on a retrocession‑free basis with private banks and offers services including asset management, investment advisory, financing, wealth planning, banking services and due diligence.

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Products & services

Industry:External Asset ManagementFamily Offices
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Wealth Management
Delegation of investment decisions, portfolio management within defined risk parameters and asset allocation to achieve investment objectives.
Investment Advisory
Advice for your own investment decisions with ideas, research and analyses, as well as support in navigating the complexity of financial markets.
Financing
Margin loans on a portfolio basis and custom financing for mortgages, aircraft, yachts, ships, art and luxury car collections.
Wealth Planning
Support with wealth protection, estate planning, life insurance and the efficient intergenerational transfer of assets.
Banking Services
Access to premium private banks for wealth management and company accounts, as well as debit and credit cards.

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Location

Bahnhofstrasse 43
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-468.856.111
Founded
2023 · 3 years
Last commercial register change
November 13, 2024
Employees
1 to 10

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