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DirectoryFinance & InsuranceExternal Asset ManagementZurichEpernay Consulting AG
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Epernay Consulting AG

Summary

About the company

The core activity of Epernay Consulting AG is the provision of financial services, particularly in the following areas: 1. Investment consulting: Development of individual investment strategies and advice on asset investment. 2. Family Office Services: Wealth planning, structuring and consolidation, as well as advice on succession planning and the sale of companies. 3. Relocation Services: Support for relocations to Switzerland, including relocation coordination, apartment search and cultural integration. The company positions itself as an independent financial boutique with a comprehensive range of services and a focus on long-term, personal care and transparent fees.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered3
Investment Advisory
Tailored investment advisory, individual strategies, ongoing monitoring and regular adjustment of the investment strategy; for equities, bonds, real estate and alternative investments.
Family Office Services
Wealth planning, structuring and consolidation of overall assets, succession planning, support with the purchase and sale of real estate and operating companies, board mandates and day-to-day business.
Relocation Services
Moving coordination, visits to authorities and formalities, visas, registration and residence permits, home search, registration for school and kindergarten, as well as cultural integration in Switzerland.

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Location

Rigistrasse 55
8006 Zurich
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-101.177.601
Founded
1999 · 27 years
Last commercial register change
February 27, 2026
Employees
1 to 10

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