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DirectoryFinance & InsuranceExternal Asset ManagementZurichMontaris AG
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Montaris AG

Summary

About the company

The core activity of Montaris AG is wealth management, particularly the investment and management of assets for high net worth private clients, entrepreneurial families and institutional investors.

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Products & services

Industry:External Asset Management
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Tailor-made wealth management
Tailor-made investment strategies aligned with financial goals, risk appetite and investment horizon; ongoing market analysis and dynamic portfolio adjustments.
Sustainable investments
Specialised portfolios based on ESG criteria; investments in projects with financial, environmental and social sustainability.
Family Office Services
Services for affluent families with investment risk management, estate administration, tax consulting and philanthropic advisory.
Foundation and trustee solutions
Support for foundations and non-profit organisations with asset management, investment strategy, reporting and legal requirements.
Reporting and transparency
Detailed reports on portfolio development as well as regular updates on market conditions and investment strategies.

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Location

Beethovenstrasse 20
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.586.897
Founded
2010 · 16 years
Last commercial register change
January 26, 2026
Employees
1 to 10

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