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DirectoryFinance & InsuranceExternal Asset ManagementBaselBaltrag AG
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Baltrag AG

Summary

About the company

The core activity of Baltrag is wealth management, particularly for private clients. They offer services such as investment strategies, risk management, diversification and performance monitoring to enable their clients to achieve long-term wealth preservation and growth.

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Products & services

Industry:External Asset Management
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5
Wealth management
Personalised, specialist investment strategies, ongoing adjustment of the portfolios, three standard strategies (conservative, balanced, dynamic) with individual ideas, preferences and restrictions.
Portfolio review
Monitoring of third-party assets, aligning the investments with the objectives, consolidated evaluation of multiple banking relationships as a standalone service or in combination.
Financial consulting
Advice on financial matters relating to financial management, investments and accounting; referral to external specialists, for example for tax advice and real-estate services.
Financial accounting
Preparation and processing of the financial reporting, with a focus on accuracy, timely delivery of information and an overview of the asset situation.
Sustainable investing
Investments with an ESG focus, combining financial analysis with environmental, sustainability and governance criteria for long-term oriented investments.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

Aeschengraben 20
4051 Basel
Opening hours
Mon
08:30 - 12:00, 14:00 - 17:00
Tue
08:30 - 12:00, 14:00 - 17:00
Wed
08:30 - 12:00, 14:00 - 17:00
Thu
08:30 - 12:00, 14:00 - 17:00
Fri
08:30 - 12:00, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-107.940.353
Founded
1978 · 48 years
Last commercial register change
February 10, 2026
Employees
1 to 10

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