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DirectoryFinance & InsuranceExternal Asset ManagementHergiswil NwBenchmarc AG
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Benchmarc AG

Summary

About the company

Benchmarc AG is a wealth manager providing tailored asset management services for securities and real estate. It serves Swiss clients with securities assets above CHF 1 million, favours direct holdings in Swiss equities and bonds while using low-cost ETFs for foreign markets, applies transparent fees (no retrocessions), and uses a state-guaranteed custodian bank; it is FINMA-authorised.

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Products & services

Industry:External Asset Management
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4
Asset Management
Administration and monitoring of funds and assets, an individual investment strategy based on risk analysis, direct investments in shares, bonds and real estate, quarterly portfolio statements.
Family Office
Family office support with financial planning, tax optimisation, succession and estate matters, trusts and foundations, mortgage advisory and brokerage, relocation and property management.
Investment Advice
Advice on investment strategy with direct investments in Swiss shares and bonds, cost-effective ETF products for foreign markets, a long-term and sustainable approach.
Financial Advisory
Comprehensive advice on financial matters, including asset management, taxes, mortgages and estate planning.

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Location

Hirserenrain 8
6052 Hergiswil Nw

At a glance

Legal form
Corporation
UID
CHE-114.864.496
Founded
2009 · 17 years
Last commercial register change
January 26, 2023
Employees
1 to 10

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