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DirectoryBusiness & Technical ServicesManagement ConsultingWinterthuribergstutz ag
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ibergstutz ag

Summary

About the company

ibergstutz ag provides business consulting services focused on finance, compliance and sport. The company develops personal strategies and supports holistic implementation of solutions, drawing on a professional network.

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Offering

Products & services

Industry:Management Consulting
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6
Equity portfolio
A globally oriented, broadly diversified ETF model portfolio with allocations to market and momentum, regional weighting Switzerland/Global and a CHF/EUR structure as a reference framework.
factorflow®
Rule-based approach to systematic equity selection with quantitative analysis, momentum signals, periodic review and portfolio adjustments.
Risk profiling tool
Interactive tool for assessing risk capacity and risk appetite, deriving possible equity allocations and model-based scenarios.
Financial education and market interpretations
Clear explanations of finance and economic topics with .Sicht articles, market observations and explanatory context for investors.
Finanzkafi
Morning event on economic and financial markets with understandable interpretations, discussion of current developments and room for questions in a personal setting.
Strategy and sparring partner for finance matters
Sparring on strategic and conceptual questions in the finance area, as well as support for board of directors mandates.
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Location

Ibergstutz 1
8405 Winterthur

At a glance

Legal form
Corporation
UID
CHE-112.536.845
Founded
2005 · 21 years
Last commercial register change
December 8, 2025
Employees
1 to 10

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