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DirectoryFinance & InsuranceExternal Asset ManagementZurichWeissenstein & Partner AG
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Weissenstein & Partner AG

Summary

About the company

The core activity of Weissenstein & Partner AG is asset management, particularly individual wealth management for private and institutional clients. The company offers tailored investment strategies to protect and increase its clients' assets.

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Products & services

Industry:External Asset Management
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Asset management mandates
Asset management mandates with conservative, balanced and dynamic strategies; tailored to clients’ objectives and requirements.
Investment strategy «Protect & Prosper»
Proprietary investment strategy with individual implementation or as a stock-exchange-listed certificate solution; focus on deep volatility, continuous growth and asset allocation.
Institutional wealth advisory and controlling
Concepts and solutions for institutional clients, including pooling of assets, investment controlling, performance measurement, and strategic and tactical selection of external portfolio managers and banks.
Reference indexation for pension funds (SPPi)
Daily calculation and publication of a reference index for neutral, independent comparability of pension funds, banks and asset managers according to BVV2 guidelines.

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Location

Bleicherweg 45
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-258.345.463
Founded
2016 · 10 years
Last commercial register change
October 31, 2025
Employees
11 to 20

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