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DirectoryFinance & InsuranceExternal Asset ManagementZurichKottmann Advisory AG
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Kottmann Advisory AG

Summary

About the company

The core activity of Kottmann Advisory AG is independent investment consulting and management for institutional investors such as pension funds, family offices and high net worth individuals. The company offers services such as portfolio analysis, manager and fund selection, risk and return optimization, as well as strategic consulting. It focuses on creating tailored investment strategies and solutions that are aligned with the individual needs and goals of its clients.

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Offering

Products & services

Industry:External Asset Management
✓ Offered6
Investment Advisory
Advisory and consulting mandates for pension funds, institutional investors and high-net-worth individuals; strategy, structuring, manager and fund selection as well as ongoing monitoring.
Family Office Services
Single family office services as an external CIO and investment advisor/consultant, as well as exclusive single-family-office solutions and structures.
Hedge Fund Advisory
Advisory and engineering of hedge-fund portfolios, second-opinion mandates and portfolio analyses for pension funds and wealthy investors.
Portfolio Engineering
Sparring-partner mandates with investors, engineering of traditional and alternative asset portfolios, as well as structuring and risk/return optimisation projects.
Project Management
Mandates for manager and fund selection, custodian and consultant selection, second opinion, portfolio analysis and optimisation studies.
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Location

Zollikerstrasse 153
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-109.388.834
Founded
2001 · 25 years
Last commercial register change
June 30, 2026
Employees
1 to 10

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