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DirectoryFinance & InsuranceExternal Asset ManagementZurichRDF Wealth Advisors AG
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RDF Wealth Advisors AG

Summary

About the company

RDF Wealth Advisors AG is a wealth advisory firm offering advisory wealth management services to high-net-worth individuals. The firm focuses on wealth preservation and preparing portfolios for market dislocations, advising on anti-fragile strategies, providing access to idiosyncratic asset classes and assistance with physical diversification and custody with Swiss banks.

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Industry:External Asset Management
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Wealth advisory
Wealth advisory for affluent private clients worldwide, with individually tailored solutions, advice on portfolio strategies and support in structuring assets.
Portfolio advisory with contrarian strategies
Portfolio advisory for “anti-fragile” investment strategies, with a focus on systematic risks, market dislocations and more robust allocations rather than pure volatility reduction.
Access to idiosyncratic asset classes
Access to idiosyncratic asset classes that do not move in sync with the major capital markets, as building blocks for diversification and risk spreading.
Physical diversification of assets
Support with the physical diversification of assets as well as with selecting suitable Swiss banks for the safekeeping of part of the assets.

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Location

Cäcilienstrasse 5
8032 Zurich

At a glance

Legal form
Corporation
UID
CHE-240.635.677
Founded
2024 · 2 years
Last commercial register change
January 6, 2025
Employees
1 to 10

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