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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichKaiser Partner Financial Advisors AG
Kaiser Partner Financial Advisors AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Kaiser Partner is Private Banking and Wealth Management, including Trust Services and sustainable investing. The company provides advisory services to clients and has a private bank that offers independent expertise in this field.

AI-generated
Offering

Products & services

Industry:Financial Services
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4.1/5

Kaiser Partner Financial Advisors AG

✓ Offered6
Discretionary Portfolio Management
Discretionary portfolio management with asset allocation, investment selection, active portfolio management and rebalancing in line with objectives, time horizon, risk tolerance and tax situation.
Portfolio Advisory
Portfolio advice and trading recommendations with client approval for execution; holistic account management while the client remains involved in each investment decision.
Hold Only
Hold-only custody for cash, precious metals and commodities without securities, advisory services or risk monitoring; client retains responsibility for allocation and decisions.
Responsible Investing
Responsible and sustainable investing aligned with personal values and goals, with jointly defined strategy, suitable investment selection and additional reporting on financial and value-based performance.
Investment Strategy
Selection and implementation of an appropriate investment strategy based on a structured investor-profile analysis, with customized portfolios and ongoing monitoring and rebalancing.
Asset Allocation
Asset allocation matched to investor personality, using conservative, yield, balanced and growth profiles with different mixes of bonds, equities, alternative investments and cash.
Trust & reputation

ranQ Trust Score of Kaiser Partner Financial Advisors AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 96% · As of October 2026

Kaiser Partner Financial Advisors AG scores 63.5 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.73.124%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.35.310%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.70.08%
Kaiser Partner Financial Advisors AG scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Kaiser Partner Financial Advisors AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Kaiser Partner Financial Advisors AG scores 13.4 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.13.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Kaiser Partner Financial Advisors AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 3 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

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Secure profile

Location

Freigutstrasse 16
8002 Zurich
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.836.181
Founded
2009 · 17 years
Last commercial register change
July 5, 2024
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
  • Full methodology

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