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DirectoryBusiness & Technical ServicesManagement ConsultingOberwil B. ZugIridis AG
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Iridis AG

Summary

About the company

Iridis AG is a family and investment office that provides bespoke financial solutions and operational support to individuals, families, institutional investors and corporations. Services cover both listed and direct investments, portfolio optimization, wealth and succession planning, and corporate development and operational advisory.

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Products & services

Industry:Management ConsultingExternal Asset Management
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Family Offices
✓ Offered4
Investment and wealth advisory
Investment and wealth advisory for private individuals, families and institutional clients; structured analysis of costs, products, objectives and risk profiles, as well as portfolio analysis up to ongoing advisory.
Corporate consulting and management
Corporate consulting and management for financial and procurement processes, as well as general business development; optimization of assets, processes and procurement strategies.
Project development and participations
Project development and participations in private equity, real estate, bond financing and capital seeding; selection, review and transfer of suitable projects through the network.
Fund selection and fund use
Use and screening of third-party funds, mutual funds, ETFs and derivatives; quantitative and qualitative review for asset allocation, tactical overlay strategies and hedges.

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Location

Tellenmattstrasse 23
6317 Oberwil B. Zug

At a glance

Legal form
Corporation
UID
CHE-204.332.057
Founded
2014 · 12 years
Last commercial register change
June 3, 2016
Employees
1 to 10

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