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DirectoryFinance & InsuranceExternal Asset ManagementZurichTaurus Wealth AG
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Taurus Wealth AG

Summary

About the company

The core activity of Taurus Wealth is wealth management, particularly the management and consulting of assets for private and institutional clients. This includes services such as wealth structuring and succession planning, family office services, and investment advisory. The company offers a comprehensive range of services to meet the financial needs of its clients and manage their assets.

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Products & services

Industry:External Asset Management
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Wealth Management
Wealth management under a discretionary or advisory mandate, with an individually tailored strategy for profile, investment objectives and risk tolerance.
Wealth Structuring & Succession Planning
Wealth Structuring & Succession Planning to optimize wealth structures and facilitate intergenerational wealth transfer.
Family Office Services
Additional Family Office Services for additional wealth needs, coordinated via internal and external service providers.
Access to Private Equity, Venture Capital and Real Estate
Privé Access to private equity, venture capital and real estate opportunities via an Institutional and Private Deals Desk.
Fund Management
Fund Management for accredited and institutional investors, with discretionary implementation and access to alternative strategies via the public markets segment.

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Location

Seestrasse 353
8038 Zurich

At a glance

Legal form
Corporation
UID
CHE-357.983.532
Founded
2020 · 6 years
Last commercial register change
August 5, 2025
Employees
51 to 100

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