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DirectoryFinance & InsuranceExternal Asset ManagementZurichBardoly-Küzmös & Associates AG
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Bardoly-Küzmös & Associates AG

Summary

About the company

Bardoly-Küzmös & Associates AG provides personalized wealth and project management services and access to private equity investments and club deals. The firm arranges access to independent asset managers, coordinates legal and tax advice with external specialists, and offers private-office services such as lifestyle and philanthropy advisory.

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Products & services

Industry:External Asset ManagementPrivate Equity & Venture Capital
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Wealth management
Personal and individual wealth management, analysis of assets and performance, objective and analytical advice, confidential collaboration to preserve and transfer wealth.
Project & Wealth Management
Individual analysis of the financial, professional and personal situation as well as the goals, constraints and risk tolerance as a basis for the collaboration.
Private Equity & Club Deals
Access to private equity investments and club deals as part of the offering in wealth and investment management.
Access to Independent Asset Managers
Access to independent asset managers as well as collaboration with banks, law firms and trustees as additional support.
Legal and tax advisory
Legal and tax advisory as well as support in cooperation with external specialists.
Relocation consulting
Advisory and handling of cross-border moves, tailored to the specific situation.
Private Office Services
Individually customizable private office services, including Lifestyle Management, Philanthropy Advice and specialized services for art, events and other topics.
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Location

Freigutstrasse 27
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.017.151
Founded
2009 · 17 years
Last commercial register change
August 30, 2021
Employees
1 to 10

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