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DirectoryFinance & InsuranceExternal Asset ManagementGerlafingenMarFinance AG
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MarFinance AG

Summary

About the company

The core activity of MarFinance is wealth management and consulting for private individuals and families, including retirement and pension planning, investment consulting and portfolio management.

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Offering

Products & services

Industry:External Asset Management
✓ Offered5
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Asset Management
Active management of portfolios with personal support regarding investment preferences, individually aligned with objectives and risk appetite.
Wealth Advisory
Analysis of the personal situation and development of a tailor-made investment concept based on goals, dreams and risk appetite.
Retirement Planning
Joint planning of retirement provision and development of a suitable retirement strategy for a peaceful future.
Family Office Services
Management and organisation of family assets including monitoring of interest rate development and daily administration.
Equity Certificate
Basket certificate with transparent selection of securities, daily valuation and trading; issued by Zürcher Kantonalbank.

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Location

Bolacker 1
4563 Gerlafingen

At a glance

Legal form
Corporation
UID
CHE-390.109.859
Founded
2016 · 10 years
Last commercial register change
May 5, 2026
Employees
1 to 10

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