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DirectoryFinance & InsuranceExternal Asset ManagementZurichFirst Advisory (Schweiz) AG
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First Advisory (Schweiz) AG

Summary

About the company

The core activity of First Advisory is the provision of financial services, in particular: wealth structuring, legal advice, tax advice, finance and accounting, investment advice, asset management, private placement, family office services, shared services, and financial data services. The company offers these services at various locations in Switzerland (Zurich, Geneva, Vaduz) as well as in Hong Kong and Singapore.

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Products & services

Industry:External Asset ManagementFiduciary Offices
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✓ Offered11
Wealth management
Wealth management for private and corporate clients, individually advised, invested and managed; regular information on the development of assets.
Investment advisory
Investment advisory with an individual investment strategy, broadly diversified asset allocation, assessment of markets, opportunities and risks, and involvement of partners.
Wealth structuring
Wealth structuring for asset protection, succession planning and governance; tailored solutions for personal, family or business goals.
Family Office
Family Office services for the coordinated management of assets, structuring, succession and other wealth-related matters.
Tax advisory
Tax advisory for domestic and international tax matters, tax planning and minimizing tax risks.
Legal advice
Legal advice and representation, including the arrangement of legal counsel before courts and authorities.
Finance and accounting
Finance and accounting for an overview of finances, expense and income positions, as well as liquidity and profitability.
Financial Data Services
Data sourcing, processing and consolidation of financial and banking data in a uniform format via bank interfaces.
IT services
IT services for financial service providers and companies, from infrastructure and security to industry-specific platforms and digital processes.
Lockers
Lockers for the secure storage of jewellery, banknotes, documents, will-related records and data media.
Private Placement Life
Private Placement Life solutions for protecting, preserving and planned transfer of assets across generations.
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Location

Beethovenstrasse 19
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-187.987.462
Founded
2018 · 8 years
Last commercial register change
August 18, 2026
Employees
11 to 20

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