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DirectoryFinance & InsuranceExternal Asset ManagementZurichYAD Capital AG
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YAD Capital AG

Summary

About the company

The core activity of Yad Capital AG is wealth management, i.e. asset management for private clients. The company offers individual financial plans, investment strategies and portfolio management to help clients achieve their financial goals. Yad Capital AG positions itself as an independent wealth manager that caters to the needs of its clients, leveraging the latest financial technologies and in-depth knowledge of the financial industry to enhance its clients' portfolios and generate alpha.

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Industry:External Asset Management
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Wealth management
Wealth management with capital preservation and long-term growth, individual financial planning, selection of cost-efficient investments and ETFs, and the use of alternative investments.
Financial planning
Financial planning with sustainable plans aligned to long-term goals, tailored to personal needs and a transparent view of the financial situation.
Tax declaration and tax optimisation
Tax declaration with preparation of tax packages and K1 reports, as well as tax optimisation in collaboration with tax advisors.
Estate planning
Estate planning with wills, trusts & estates, including structuring and advice on the distribution of assets to family members and relatives.
Structured investment solutions for partners
Tailor-made investment products for wealth managers and distribution partners to expand and stabilise managed assets.

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Location

Hier entsteht die Karte
Seestrasse 17/19
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.406.389
Founded
2008 · 18 years
Last commercial register change
January 14, 2025
Employees
11 to 20

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