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DirectoryFinance & InsuranceExternal Asset ManagementMeggenEbfinanz AG
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Ebfinanz AG

Summary

About the company

The core activity of EBFINANZ AG is independent wealth management, including investment advice, financial planning and wealth management services. The company provides individual and personal consulting and management of assets, with the goal of achieving the financial objectives of its clients.

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Products & services

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Wealth management
Wealth management for private clients, individual investment strategies based on goals and risk tolerance, with regular information on the status of investments.
Investment advice
Investment advice on financial products, including risk and opportunity analysis as well as investment proposals; clients then decide for themselves on the investment.
Financial planning
Financial planning for assets, taxes, real estate and budgets; support with retirement planning and consideration of tax, inheritance and legal topics.
EBFINANZ World Portfolio (AMC)
Structured product with global equity investment as an entry to the equity strategy; documented with the key information document and the AMC report.

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Location

Benzeholzstrasse 1
6045 Meggen
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-100.624.721
Founded
1998 · 28 years
Last commercial register change
August 18, 2025
Employees
11 to 20

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