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DirectoryFinance & InsuranceExternal Asset ManagementLucerneFinanz- und Anlagezentrum Vierwaldstättersee AG
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Finanz- und Anlagezentrum Vierwaldstättersee AG

Summary

About the company

Finanz- und Anlagezentrum Vierwaldstättersee AG provides independent investment and insurance advisory services, asset management, and cost analyses including second opinions. The firm develops investment, financing and insurance concepts, reviews existing solutions to identify risks, and aims to improve return potential while reducing costs.

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Industry:External Asset Management
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Asset management
Asset management for securities portfolios with joint definition of the investment strategy, ongoing implementation, regular results monitoring, and adjustments depending on risk appetite and risk capacity.
Investment advisory
Investment advisory with discussion of long-term goals, the investment strategy and implementation, including sparring on opportunities, risks, market timing and investment alternatives, as well as independent securities account analysis.
Insurance advisory
Independent insurance advisory for companies and private individuals with risk analysis, needs-based insurance package, quotations and tenders, as well as ongoing support and management of the insurance portfolio.
Cost analysis
Cost analysis for investments and insurance with transparency on direct and hidden fees, comparison of premiums and benefits, identification of savings potential, and negotiations with banks.
Financial position assessment
Financial position assessment to clarify the starting point, goals, assets, risks, costs and provisions; serves as the basis for appropriate financial, investment and insurance decisions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
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PProvenExpertSoon

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Location

Maihofstrasse 63
6006 Lucerne

At a glance

Legal form
Corporation
UID
CHE-450.424.692
Founded
2016 · 10 years
Last commercial register change
September 19, 2025
Employees
1 to 10

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