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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichDr. Blumer & Partner Vermögensverwaltung Zürich AG
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Dr. Blumer & Partner Vermögensverwaltung Zürich AG

Summary

About the company

The core activity of Dr. Blumer & Partner is wealth management, particularly through the provision of services such as quantitative analysis, DirectInvest, FundInvest and investment advice. The company offers its clients individual investment products and strategies and supports them in managing their assets.

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Discretionary portfolio management mandate
Discretionary portfolio management with ongoing asset steering, individual investment strategy, proprietary strategies, internal investment committee oversight and online portfolio access.
Wealth management with direct investments (DirectInvest)
Wealth management with direct investments, specialist funds and, where appropriate, structured products; individual investment strategy based on financial situation, objectives and risk profile.
Wealth management with funds (FundInvest)
Active management of fund portfolios with B&P QuantAnalyse, selection from more than 6,000 funds worldwide and strategies for income, balanced and growth profiles.
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Location

Löwenstrasse 1
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.439.825
Founded
1996 · 30 years
Last commercial register change
June 23, 2026
Employees
11 to 20

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