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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichFinanz Konzept Asset Management AG
Finanz Konzept Asset Management AG Logo
Verified· 3 sources

Finanz Konzept Asset Management AG

Summary

About the company

The core activity of Finanz Konzept AG is wealth management and consulting for private clients, particularly in the area of Family Office. The company offers services such as management mandates, execution mandates, Financial & Strategic Planning, Lifestyle Advisory, Family Governance, Wealth Planning, and wealth consulting. It focuses on individual customer care and consulting, offering modern investment opportunities and risk management strategies.

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Offering

Products & services

Industry:External Asset Management
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✓ Offered8
Wealth management
Active wealth management from CHF 250’000 for private and institutional investors, including needs analysis, risk profile, strategy, implementation, monitoring and management of the assets.
Management mandate
Management mandate with a personal strategy, selection of a suitable management model, active asset allocation, ongoing monitoring and reporting; from CHF 250’000.
Execution mandate
Execution mandate for independent investors with direct order execution without investment advice, access to international financial markets and financial information, no minimum investment amount.
Portfolio analysis
Portfolio analysis for secure and discreet review of existing assets; offered as a custody account check/analysis in the asset management sector.
Funds
Fund investments for qualified investors with a focus on precious metals, bonds and physical diamonds; mentioned include, among others, Triple Opportunity Fixed Income and Physical Diamond.
Family Office Services
Family office services for affluent private clients, including coordination, selection and monitoring of service providers, as well as integrated solutions covering assets and beyond.
Corporate Services
Corporate services as part of the family office environment, linked via the website and offered as an additional service within the partner network.
Safe deposit boxes
Safe deposit boxes as an additional family office service, linked via the website to safe.zuerich and listed in the offer menu.
Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle3.73
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Fraumünsterstrasse 27
8001 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.511.830
Founded
2010 · 16 years
Last commercial register change
October 10, 2025
Employees
11 to 20

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