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DirectoryFinance & InsuranceExternal Asset ManagementGlarusJakober Partner AG
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Jakober Partner AG

Summary

About the company

The core activity of Jakober Partner AG is wealth management and consulting for private and institutional clients. The company offers individual investment solutions, wealth management and consulting to enable long-term wealth preservation, growth and transfer to the next generation.

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Products & services

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Asset Management
Asset management for private and institutional clients, with tailored investment strategies, active management, risk management, portfolio monitoring and reporting.
Investment Advisory
Investment advisory for private and institutional clients, including analysis of the starting position, an individual strategy, objective recommendations, market assessment and ongoing portfolio monitoring.
Consolidated Reporting
Consolidated reporting on total assets across multiple banks, with a clear overview, transparency, bank-independent reporting and inclusion of non-bankable assets.
Securities Accounting
Securities accounting for institutional clients, auditable, transparent and able to be consolidated across multiple banks and/or assets.
Pension Planning
Pension planning with ongoing analysis of liquidity, asset and tax developments, development of planning concepts and comparison of different retirement strategies.

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Location

Burgstrasse 4
8750 Glarus

At a glance

Legal form
Corporation
UID
CHE-104.850.506
Founded
1998 · 28 years
Last commercial register change
December 22, 2025
Employees
11 to 20

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