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DirectoryFinance & InsuranceExternal Asset ManagementZurichCALM Finance AG
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CALM Finance AG

Summary

About the company

The core activity of CALM Finance AG is independent wealth management and investment consulting for discerning clients in Switzerland and abroad.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Discretionary wealth management mandates according to individual goals, with careful investment of assets and a rapid response to market changes.
Advisory mandate
Advisory mandates with joint investment decisions in direct contact, aligned with goals, risk profile and personal situation.
Financial planning
Comprehensive financial future planning to secure one's standard of living, also with regard to inheritance matters and tax optimisation over multiple generations.
Investment strategy advisory
Individual selection of investment strategies based on expected return, risk profile, risk willingness and risk capacity, with structured assets and cost-efficient direct investments as well as ETFs.
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Location

Tessinerplatz 7
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-104.884.184
Founded
1998 · 28 years
Last commercial register change
August 2, 2021
Employees
1 to 10

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