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DirectoryFinance & InsuranceExternal Asset ManagementZurichSwissprivate AG
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Swissprivate AG

Summary

About the company

Swissprivate AG is an independent multi-family office providing holistic wealth advisory services to families, private clients and foundations. The firm develops tailored investment strategies, assists with implementation and oversight of asset management, and produces consolidated reporting while acting independently of banks and asset managers.

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Industry:External Asset Management
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Wealth advisory
Comprehensive, tailored and independent advice for the overall wealth of families, private individuals and foundations; analysis, strategy development, implementation, monitoring and consolidated reporting.
Investment strategy advisory
Analysis of the wealth situation, definition of an individual, comprehensive investment strategy and strategies for specific asset classes, as well as support throughout implementation.
Implementation support and coordination with banks
Support in implementing the agreed investment strategy, optimizing management costs with partners and assisting with the selection of suitable partners.
Continuous monitoring and reporting
Monitoring of implementation by the bank, early identification of the need for action, and transparent, clear reporting on total wealth, performance, results and costs.
Press

Media

February 19, 2025Media
Geständnisse des Assistenten der Reichen
finews.ch

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Location

Färberstrasse 6
8008 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.188.839
Founded
2003 · 23 years
Last commercial register change
April 23, 2024
Employees
1 to 10

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