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DirectoryFinance & InsuranceFunds & Investment CompaniesPfäffikon SzCEAMS Investment AG
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CEAMS Investment AG

Summary

About the company

CEAMS Investment AG is a Swiss asset manager serving private and institutional investors. The company provides asset management, investment advice, portfolio analysis, tailored investment solutions and research services.

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Products & services

Industry:Funds & Investment Companies
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Investment solutions
Quality-oriented investment solutions for private and institutional investors, including strategies, funds and tailor-made portfolio structuring based on a clear investment philosophy.
Institutional mandates
Tailor-made global, regional and thematic equity mandates, balanced mandates and corporate bond mandates for institutional investors, adapted to investment objectives, volumes and risk tolerances.
Wealth management
Comprehensive, bank-independent wealth management with needs analysis, a personal investment strategy, implementation within a quality process, ongoing monitoring and periodic reporting.
Investment advisory
Personal investment advisory with needs clarification, definition of the investment strategy, implementation following a quality process, continuous monitoring and proactive investment proposals.
Securities account analysis
Non-binding and free analysis of your securities portfolio, including a quality check, assessment of structure and risks, and a personal discussion of the results in Pfäffikon SZ.
Research services
Independent quality research for internal and external parties, individually adaptable and designed to support well-founded, data-based investment decisions.
Quality investment strategies
Defensive, balanced and growth-oriented strategies such as Zürichsee, Ufenau, Etzel, Glärnisch and Dufourspitze, as well as dividend portfolios for Switzerland and globally.
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Location

Bahnhofstrasse 3
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-302.523.150
Founded
2016 · 10 years
Last commercial register change
December 12, 2016
Employees
1 to 10

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