ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichPortfolio Partner AG
Portfolio Partner AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Portfolio Partner AG provides private banking and wealth advisory services for private clients, applying a long-term, structured investment approach that focuses on clients' personal needs and aims to preserve and grow their assets.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
4.1/5

Portfolio Partner AG

✓ Offered2
Wealth management advisory
Long-term wealth management advisory for demanding investors, with a strictly structured investment approach and focus on individual needs.
Private Banking
Private Banking for demanding investors with personal advice, a trust relationship spanning generations, and support in preserving and growing assets.
Trust & reputation

ranQ Trust Score of Portfolio Partner AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Portfolio Partner AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Portfolio Partner AG scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Portfolio Partner AG scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Portfolio Partner AG scores 77.1 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.77.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Portfolio Partner AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

No knowledge articles yet

Once Portfolio Partner AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Portfolio Partner AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Portfolio Partner AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Portfolio Partner AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Basteiplatz 7
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.498.762
Founded
1996 · 30 years
Last commercial register change
October 25, 2022
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
  • Full methodology

    Similar companies

    AS
    AllianceBernstein Schweiz AG
    Zurich
    SI
    Spring Investment Services AG
    Zurich
    GG
    GFA Gesellschaft für Anlageberatung AG
    Zurich
    SM
    SPW Management AG
    Zurich
    AI
    Avalor Investment AG
    Zurich
    WA
    WHVP AG
    Zurich
    B&
    BLANKART & CIE Aktiengesellschaft
    Zurich
    GS
    Goldman Sachs Bank AG
    Zurich