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DirectoryFinance & InsuranceExternal Asset ManagementZurichInversion Asset Management AG
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Inversion Asset Management AG

Summary

About the company

The core activity of Inversion Asset Management AG is asset management, in particular traditional asset management, where the company invests according to the needs and desired risk-return ratio of its clients. The services also include the consolidation of assets at various banks and comprehensive portfolio analysis.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered3
Asset management
Asset management according to the defined risk profile, with targeted investments for long-term growth of the assets and investments in Swiss exchange-listed companies as well as precious metals.
Consolidation
Consolidation of assets held with different banks, with personal login to view historical and current performance of values as well as to align investments and portfolios.
Portfolio analysis
Analysis of existing portfolios against objectives and requirements, with checks on quality, risk allocation, time horizon, return, liquidity and reference currency.
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Location

Gotthardstrasse 56
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-102.200.958
Founded
2001 · 25 years
Last commercial register change
July 1, 2026
Employees
1 to 10

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