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DirectoryFinance & InsuranceExternal Asset ManagementSchaffhausenMD&Partners AG
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MD&Partners AG

Summary

About the company

The core activity of MD&Partners AG is wealth management, i.e. asset management for private clients. The company is approved and supervised by the Swiss Financial Market Supervisory Authority (FINMA).

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Products & services

Industry:External Asset Management
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Wealth Management
Discretionary wealth management for affluent private clients, entrepreneurs and families; personal investment strategy, custodian bank selection, ongoing support, monitoring, reporting and rebalancing.
Portfolio Management
Portfolio management with investment strategies, asset allocation, performance monitoring and ongoing adjustment; focus on Swiss value stocks, diversification and risk profile.
Financial planning & advisory
Forward-looking financial planning and personal advice to achieve individual life goals; development of a tailor-made investment strategy and ongoing coordination.

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Location

Kirchhofplatz 12
8200 Schaffhausen

At a glance

Legal form
Corporation
UID
CHE-370.671.862
Founded
2019 · 7 years
Last commercial register change
May 2, 2025
Employees
1 to 10

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