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DirectoryFinance & InsuranceExternal Asset ManagementZurichTriaxis US Advisors AG
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Triaxis US Advisors AG

Summary

About the company

Triaxis US Advisors AG is a privately run, independent asset management and multi-family office service provider offering asset management, investment consulting, financial and pension planning, wealth/asset planning and family office services. Its services are provided to individual clients, trusts, foundations and private funds.

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Products & services

Industry:External Asset Management
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6
Wealth management
Active management of portfolios with analysis, implementation and ongoing monitoring; tailored to personal goals, risk capacity and regular information on the portfolio status.
Investment advice
Advisory mandate for self-directed investors with systematic market analysis, support in strategy, regular portfolio reviews and ongoing information on transactions and performance.
Financial planning
Analysis of liquidity and capital needs, definition of financial goals and support with retirement, withdrawals of retirement capital from the pension fund and retirement contributions.
Wealth planning
Planning with foundations and trusts, life insurance solutions and private-label funds for wealth preservation, succession and tax optimization across generations.
Family Office Services
Services for complex wealth and family situations, including investment strategy, asset management, bank selection, consolidation, reporting, succession and tax planning.

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Location

Brandschenkestrasse 4
8001 Zurich
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-255.756.189
Founded
2020 · 6 years
Last commercial register change
September 16, 2024
Employees
11 to 20

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