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DirectoryFinance & InsuranceExternal Asset ManagementZurichFirminvest AG
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Firminvest AG

Summary

About the company

The core activity of Firminvest AG is the provision of asset management services, in particular the development and implementation of customized investment strategies for private and institutional clients. This also includes Family Office services, such as financial consulting, asset structuring, succession planning and tax planning. The company also offers investment advisory services, where clients receive individual investment advice.

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Products & services

Industry:External Asset Management
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Wealth Management
Wealth management with freely selectable mandates, an individual investment strategy, ongoing portfolio monitoring and risk management, as well as a long-term investment approach.
Investment Advisory
Investment advisory within an Active Mandate with personal guidance on individual investments, regular investment proposals, and final decision responsibility with the client.
Family Office Services
Family Office services with Financial Consulting, Private Markets & Real Estate, overall investment strategy, asset structuring, Foundations & Trusts, succession planning, asset consolidation, as well as tax planning & relocation.

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Location

Genferstrasse 23
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.180.113
Founded
1995 · 31 years
Last commercial register change
September 9, 2025
Employees
11 to 20

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