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DirectoryFinance & InsuranceFinancial ServicesZugassetvision AG
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assetvision AG

Summary

About the company

assetvision AG provides independent financial and pension planning services for individuals and companies, including financial planning, occupational pension (BVG), private pension (pillar 3a/3b), mortgage and insurance advice. Services include holistic analysis, provider comparisons and implementation support via a network of partners; the advisors are FinSA-registered and the firm is supervised by FINMA.

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Products & services

Industry:Financial Services
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Insurance Brokerage & Consulting
✓ Offered3
Financial Planning
Pension planning, retirement planning, real estate and mortgage advice, legacy and care directives, tax optimisation, investment and insurance-related planning.
Occupational Pension
Vested benefits, occupational pension plans for companies, cadre pension plans for management employees, with guidance on providers and customised second-pillar solutions.
Private Pension
Pillar 3a and 3b consulting, disability pension coverage, and life insurance solutions with provider comparisons and needs-based guidance.

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Location

Chamerstrasse 176
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-231.479.817
Founded
2021 · 5 years
Last commercial register change
October 11, 2024
Employees
1 to 10

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