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DirectoryFinance & InsuranceExternal Asset ManagementZurichKellins AG
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Kellins AG

Summary

About the company

Kellins AG is an independent asset management company licensed as an asset manager under FINIA and supervised by FINMA. The company provides discretionary asset management, investment advice, order transmission (execution-only), family office services including account consolidation and administrative support, and can structure products and act as asset manager for certain certificates/derivatives.

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Products & services

Industry:External Asset ManagementFamily Offices
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Wealth Management
Discretionary wealth management for private, professional and institutional clients; investment of assets according to the mandate and an individual investment strategy.
Investment Advisory
Investment advisory for clients; support with implementing investment strategies and with questions regarding financial services and financial products.
Execution Only
Transmission of orders without advisory services; forwarding of buy and sell orders within the framework of the agreed execution of mandates.
Family Office Services
Family office services on request, in particular consolidation of additional accounts and portfolios as well as administrative support with custodian banks.
Product Structuring
Structuring of products as well as activity as a wealth manager for certain certificates (derivatives).

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Location

Weinplatz 10
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-369.153.359
Founded
2020 · 6 years
Last commercial register change
August 14, 2025
Employees
1 to 10

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