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DirectoryFinance & InsuranceExternal Asset ManagementZurichPrimeStone Partners AG
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PrimeStone Partners AG

Summary

About the company

The core activity of PrimeStone Partners AG is independent wealth management, particularly investment advice and management, wealth consolidation, reporting and consulting for private clients. The company offers discretionary, advisory and reporting-based mandates and focuses on efficient wealth management, taking into account the individual needs and preferences of its clients.

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Industry:External Asset Management
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Wealth management
Discretionary wealth management, advisory mandates and reporting mandates for ongoing portfolio management, including market monitoring, investment proposals and comprehensive reporting.
Wealth planning and asset protection
Wealth planning, tax planning, asset protection, succession planning and business succession; implementation using legal structures, trusts, foundations, insurance products and tax solutions.
Family Office
Integrated services for the management and transfer of assets, with strategic planning, family affairs, legal and tax services, real estate and consolidation of banking relationships.
Consolidation and reporting
Data collection, consolidated reporting and overviews of all assets and banking relationships, prepared according to the clients’ individual preferences.
Account management and bank relationship management
Account management with selected partner banks across multiple jurisdictions, as well as support with banking-related matters and ongoing administration of asset accounts.

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Location

Bahnhofstrasse 43
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-476.430.694
Founded
2020 · 6 years
Last commercial register change
September 3, 2020
Employees
11 to 20

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