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DirectoryFinance & InsuranceExternal Asset ManagementZurichParkview AG
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Parkview AG

Summary

About the company

The core activity of Parkview Group is to provide services in the area of Family Office and wealth management for private individuals and families. This includes, among other things: wealth management and consulting, investment consulting and management, tax and legal consulting, support in the establishment and management of foundations and trust companies, due diligence and support in mergers and acquisitions. The company positions itself as an independent and impartial advisor, which does not offer its own products and therefore has no conflicts of interest.

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Industry:External Asset Management
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Wealth Management
Wealth management for families, endowments and foundations with portfolio optimisation, manager selection, risk management, support for the investment committee, investment controlling and consolidated reporting.
External Chief Investment Officer (OCIO)
External Chief Investment Officer for family offices with strategic investment planning, macro analysis, leadership of the investment committee, manager selection, portfolio construction, risk management, performance assessment and policy development.
Consolidated Reporting & Investment Controlling
Consolidated reporting and investment controlling with data collection on custodians and managers, performance analyses, benchmark comparisons, risk monitoring, compliance monitoring and online access.
Estate and Wealth Planning
Estate and wealth planning with structuring, family governance, philanthropic strategies and business succession for transferring assets across multiple generations.
Wealth Building for the Next Generation
Training programme for the next generation with modular learning content, case studies, simulations, governance training, practical exercises and support with participation in committees.

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Location

Gutenbergstrasse 9
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-496.470.596
Founded
2011 · 15 years
Last commercial register change
February 5, 2025
Employees
11 to 20

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