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DirectoryFinance & InsuranceExternal Asset ManagementZurichIFS Independent Financial Services AG, Zweigniederlassung Zürich
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IFS Independent Financial Services AG, Zweigniederlassung Zürich

Summary

About the company

IFS Independent Financial Services AG, Zweigniederlassung Zürich is an independent asset management boutique specializing in bespoke investment advisory and asset management for institutional and private clients. As a FINMA-supervised asset manager of collective investment schemes, it also manages assets for occupational pension schemes and provides services such as asset management, institutional consulting and family-office services.

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Offering

Products & services

Industry:External Asset Management
✓ Offered6
Wealth management
Active wealth management tailored to individual personal specifications, aligned with needs; also for occupational pension funds under FINMA supervision as an asset manager of collective capital investments.
Advisory Services
Comprehensive advisory for institutional clients on shaping or optimising strategy and investment organisation, with tailored investment solutions and personal support.
Investment Advisory
Investment advisory for private clients who want to actively engage in investment decisions, with support in investing their assets according to individual preferences.
Asset Management
Investment in investment funds and actively managed certificates for clients who manage their assets largely independently and yet want to benefit from the strategies.
Family Office Services
Support for managing family wealth, including investment principles, investment strategy, payment and liquidity management as well as administrative tasks.
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Press

Media

November 6, 2023Media
Das geheime Signa-Vehikel in Zürich und Luzern
insideparadeplatz.ch

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Location

Brandschenkestrasse 47
8002 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-477.274.942
Founded
2021 · 5 years
Last commercial register change
January 14, 2021
Employees
1 to 10

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