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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,110 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZugAllevo Capital AG
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Allevo Capital AG

Summary

About the company

The core activity of Allevo Capital AG is Wealth Advisory, i.e. wealth management.

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Products & services

Industry:Financial Services
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9
Wealth Advisory
Bespoke wealth advisory for clients with complex financial needs; long-term partnership, wealth growth and protection, and preservation for future generations.
Family advisory
Wealth organisation for families, goal definition, and governance systems for family wealth.
Wealth planning
Tax, legal and structuring advice for wealth structuring, estate planning, business succession and sale, relocation, and international tax and legal services.
Swiss financial & pension planning
Planning services for Swiss residents, including a comprehensive approach to retirement planning.
Wealth architecture
Structuring and organising wealth solutions across advisory, planning and governance needs.
Portfolio strategy
Investment portfolio strategy as part of wealth advisory and long-term asset planning.
Estate planning
Planning for the transfer and organisation of assets across generations.
Art Management
Advisory for managing art assets within a broader wealth structure.
Real estate management
Advisory and management support for real estate assets as part of wealth solutions.

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Location

Bahnhofstrasse 11
6300 Zug
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-376.974.373
Founded
2013 · 13 years
Last commercial register change
October 18, 2023
Employees
11 to 20

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