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DirectoryFinance & InsuranceFiduciary OfficesBernWohlgemuth & Partner AG
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Wohlgemuth & Partner AG

Summary

About the company

The core activity of Wohlgemuth Partner is independent wealth management and investment for clients, including trust mandates, auditing and investment processes for SMEs and private individuals.

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Industry:Fiduciary Offices
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Fiduciary mandates for SMEs
Advice and support with controlling and finance matters, bookkeeping including financial statements, corporate taxes and pension solutions, as well as business consulting from incorporation to liquidation.
Wealth advisory and asset management
Wealth advisory with specific investment proposals and ongoing custody account monitoring, as well as asset management using the Value method within the defined investment framework.
Auditing and statutory audit office
Audits and the statutory audit office for public limited companies, as well as expert mandates for valuations and estimates.
Fiduciary services
Comprehensive fiduciary services from a single source for businesses and private individuals.
Tax advice for private individuals
Tax advice with tax planning, financial planning, pension planning, estate planning, tax returns, as well as objections and appeals.

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Location

Könizstrasse 123
3008 Bern

At a glance

Legal form
Corporation
UID
CHE-114.961.225
Founded
2009 · 17 years
Last commercial register change
February 24, 2020
Employees
1 to 10

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