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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesAdliswilCavendric Peter Leber
Cavendric Peter Leber Logo
Verified· 3 sources

Cavendric Peter Leber

Summary

About the company

Financial consulting and financial services.

Commercial register, canton of ZH·As of May 11, 2026View on Zefix
Offering

Products & services

Industry:Financial Services
✓ Offered4
Wealth advisory (Wealth Office)
Wealth planning, selection of suitable banks and asset managers, ongoing monitoring of results and costs, and coordination of all wealth matters.
Wealth planning
Individual wealth architecture, financial plan, value catalog, portfolio specifications and investment regulations based on workshops and personal goals.
Provider search and tender support
Identification of suitable banks and asset managers, tendering via the platform, analysis of proposals, pitch contest and negotiation support.
Control and monitoring of wealth management
Regular analysis of results and costs, benchmarking, annual accounts, cost control, as well as recommendations for action and implementation support.
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Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 12 reviews across all connected sources

Sources
GGoogle4.912
★TrustpilotSoon
PProvenExpertSoon

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Location

Ahornweg 4
8134 Adliswil
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-267.263.953
Founded
2015 · 11 years
Last commercial register change
May 11, 2026
Employees
21 to 50

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